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
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 $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Global Retirement Partners's PFM Position: Q4 2025 in Review

Global Retirement Partners held its Invesco Dividend Achievers ETF (PFM) position steady in Q4 2025 at 404 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2854.

Global Retirement Partners first reported a position in PFM in Q1 2023 and has held it in 11 quarters since. The position peaked at $24.9K in Q2 2025. 129 funds tracked by Wall St. Rank hold PFM as of Q4 2025.

Global Retirement Partners held 404 shares of Invesco Dividend Achievers ETF worth $20.8K as of Q4 2025.
Global Retirement Partners left its Invesco Dividend Achievers ETF share count unchanged in Q4 2025.
Invesco Dividend Achievers ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2854 holding.
Global Retirement Partners first reported a position in Invesco Dividend Achievers ETF in Q1 2023 and has held it in 11 quarters since.
Global Retirement Partners's Invesco Dividend Achievers ETF position peaked at $24.9K in Q2 2025.
129 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.