Global Retirement Partners’s Invesco Dividend Achievers ETF PFM Stock Holding History

Global Retirement Partners’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	$22.4K	Buy	+404	New	+$21.9K	﹤0.01%	2994
2025 Q4	$20.8K	Hold	404	–	–	﹤0.01%	2854
2025 Q3	$20.5K	Sell	404 -112	-22%	-$5.53K	﹤0.01%	2388
2025 Q2	$24.9K	Buy	+516	New	+$23.6K	﹤0.01%	2172
2024 Q4	$275	Hold	6	–	–	﹤0.01%	3477
2024 Q3	$279	Hold	6	–	–	﹤0.01%	3344
2024 Q2	$256	Hold	6	–	–	﹤0.01%	3396
2024 Q1	$255	Hold	6	–	–	﹤0.01%	3236
2023 Q4	$238	Hold	6	–	–	﹤0.01%	3206
2023 Q3	$217	Hold	6	–	–	﹤0.01%	3101
2023 Q2	$229	Hold	6	–	–	﹤0.01%	3086
2023 Q1	$220	Buy	+6	New	+$220	﹤0.01%	3075

Other funds holding PFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Global Retirement Partners's PFM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Dividend Achievers ETF (PFM) in Q2 2026: 404 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #2994 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PFM as recently as Q4 2025.

Global Retirement Partners first reported a position in PFM in Q1 2023 and has held it in 12 quarters since. The position peaked at $24.9K in Q2 2025. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Global Retirement Partners held 404 shares of Invesco Dividend Achievers ETF worth $22.4K as of Q2 2026.
Invesco Dividend Achievers ETF was a new Global Retirement Partners position in Q2 2026.
Invesco Dividend Achievers ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2994 holding.
Global Retirement Partners first reported a position in Invesco Dividend Achievers ETF in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's Invesco Dividend Achievers ETF position peaked at $24.9K in Q2 2025.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.