Focus Financial Network
PFM icon

Focus Financial Network’s Invesco Dividend Achievers ETF PFM Stock Holding History

Focus Financial Network’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.24M Buy
113,692
+92
+0.1% +$5.2K 0.19% 87
2026
Q2 		$6.3M Buy
113,600
+326
+0.3% +$17.7K 0.2% 87
2026
Q1 		$5.79M Sell
113,274
-201
-0.2% -$10.6K 0.21% 83
2025
Q4 		$5.84M Buy
113,475
+259
+0.2% +$13.3K 0.2% 86
2025
Q3 		$5.74M Sell
113,216
-162
-0.1% -$8K 0.2% 81
2025
Q2 		$5.46M Buy
113,378
+459
+0.4% +$21K 0.22% 81
2025
Q1 		$5.17M Buy
112,919
+391
+0.3% +$18.3K 0.21% 81
2024
Q4 		$5.16M Sell
112,528
-4,449
-4% -$209K 0.21% 83
2024
Q3 		$5.45M Sell
116,977
-702
-0.6% -$31.3K 0.22% 80
2024
Q2 		$5.24M Buy
117,679
+4,228
+4% +$178K 0.22% 79
2024
Q1 		$4.59M Buy
113,451
+838
+0.7% +$34.3K 0.22% 82
2023
Q4 		$4.49M Buy
112,613
+4,366
+4% +$165K 0.17% 121
2023
Q3 		$3.95M Buy
108,247
+948
+0.9% +$36.1K 0.22% 91
2023
Q2 		$4.1M Buy
107,299
+4,172
+4% +$154K 0.23% 90
2023
Q1 		$3.77M Buy
103,127
+1,993
+2% +$72.9K 0.23% 95
2022
Q4 		$3.69M Buy
101,134
+2,274
+2% +$81.3K 0.3% 66
2022
Q3 		$3.2M Buy
98,860
+5,461
+6% +$194K 0.28% 76
2022
Q2 		$3.22M Buy
93,399
+6,380
+7% +$233K 0.27% 78
2022
Q1 		$3.35M Buy
+87,019
New +$3.31M 0.23% 83
2021
Q1 		– Sell
-69,124
Closed -$2.27M – 486
2020
Q4 		$2.27M Buy
69,124
+4,232
+7% +$135K 0.2% 98
2020
Q3 		$1.96M Buy
64,892
+650
+1% +$19.4K 0.18% 115
2020
Q2 		$1.81M Buy
+64,242
New +$1.76M 0.2% 101

Other funds holding PFM

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Focus Financial Network's PFM Position: Q3 2026 in Review

Focus Financial Network increased its Invesco Dividend Achievers ETF (PFM) stake by 0.08% in Q3 2026, buying an estimated $5.2K and bringing the position to 113,692 shares worth $6.24M. The position accounts for 0.19% of the portfolio, ranked #87.

Focus Financial Network first reported a position in PFM in Q2 2020 and has held it in 22 quarters since. The position peaked at $6.3M in Q2 2026. 9 funds tracked by Wall St. Rank hold PFM as of Q3 2026.

  • Focus Financial Network held 113,692 shares of Invesco Dividend Achievers ETF worth $6.24M as of Q3 2026.
  • Focus Financial Network bought 92 Invesco Dividend Achievers ETF shares in Q3 2026, an estimated $5.2K.
  • Invesco Dividend Achievers ETF made up 0.19% of Focus Financial Network's portfolio in Q3 2026, its #87 holding.
  • Focus Financial Network first reported a position in Invesco Dividend Achievers ETF in Q2 2020 and has held it in 22 quarters since.
  • Focus Financial Network's Invesco Dividend Achievers ETF position peaked at $6.3M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.