Golden State Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Golden State Wealth Management’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	$32.8K	Sell	591 -462	-44%	-$25K	﹤0.01%	829
2026 Q1	$53.8K	Hold	1,053	–	–	0.01%	659
2025 Q4	$54.2K	Sell	1,053 -1	-0.1%	-$51	0.01%	674
2025 Q3	$53.5K	Hold	1,054	–	–	0.01%	656
2025 Q2	$50.8K	Sell	1,054 -807	-43%	-$36.8K	0.01%	638
2025 Q1	$85.2K	Sell	1,861 -290	-13%	-$13.6K	0.01%	485
2024 Q4	$98.6K	Buy	+2,151	New	+$101K	0.01%	433

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

Golden State Wealth Management's PFM Position: Q2 2026 in Review

Golden State Wealth Management reduced its Invesco Dividend Achievers ETF (PFM) stake by 44% in Q2 2026, selling an estimated $25K and leaving 591 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Golden State Wealth Management first reported a position in PFM in Q4 2024 and has held it in 7 quarters since. The position peaked at $98.6K in Q4 2024. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Golden State Wealth Management held 591 shares of Invesco Dividend Achievers ETF worth $32.8K as of Q2 2026.
Golden State Wealth Management sold 462 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $25K.
Invesco Dividend Achievers ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #829 holding.
Golden State Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Invesco Dividend Achievers ETF position peaked at $98.6K in Q4 2024.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.