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Founders Financial Alliance’s Invesco Dividend Achievers ETF PFM Stock Holding History

Founders Financial Alliance’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
Q2 		$87.1K Hold
1,571
– – 0.01% 514
2026
Q1 		$80.3K Hold
1,571
– – 0.01% 475
2025
Q4 		$80.9K Hold
1,571
– – 0.02% 405
2025
Q3 		$79.7K Buy
1,571
+51
+3% +$2.52K 0.02% 458
2025
Q2 		$73.2K Hold
1,520
– – 0.02% 367
2025
Q1 		$69.6K Hold
1,520
– – 0.02% 416
2024
Q4 		$69.7K Hold
1,520
– – 0.02% 356
2024
Q3 		$70.8K Buy
1,520
+25
+2% +$1.12K 0.02% 363
2024
Q2 		$63.8K Hold
1,495
– – 0.02% 356
2024
Q1 		$63.6K Buy
1,495
+1,309
+704% +$53.6K 0.02% 360
2023
Q4 		$7.42K Hold
186
– – ﹤0.01% 446
2023
Q3 		$6.79K Hold
186
– – ﹤0.01% 431
2023
Q2 		$7.11K Hold
186
– – ﹤0.01% 458
2023
Q1 		$6.81K Hold
186
– – ﹤0.01% 415
2022
Q4 		$6.79K Hold
186
– – ﹤0.01% 435
2022
Q3 		$6K Buy
+186
New +$6.62K ﹤0.01% 433

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Founders Financial Alliance's PFM Position: Q2 2026 in Review

Founders Financial Alliance held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 1,571 shares worth $87.1K. The position accounts for 0.01% of the portfolio, ranked #514.

Founders Financial Alliance first reported a position in PFM in Q3 2022 and has held it in 16 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Founders Financial Alliance held 1,571 shares of Invesco Dividend Achievers ETF worth $87.1K as of Q2 2026.
  • Founders Financial Alliance left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
  • Invesco Dividend Achievers ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #514 holding.
  • Founders Financial Alliance first reported a position in Invesco Dividend Achievers ETF in Q3 2022 and has held it in 16 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.