HI
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Harbour Investments’s Invesco Dividend Achievers ETF PFM Stock Holding History

Harbour Investments’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 		$43.1K Buy
777
+3
+0.4% +$163 ﹤0.01% 2474
2026
Q1 		$39.6K Buy
+774
New +$40.7K ﹤0.01% 2460
2025
Q3 		– Sell
-1,041
Closed -$50.2K – 3827
2025
Q2 		$50.2K Buy
1,041
+4
+0.4% +$183 ﹤0.01% 1830
2025
Q1 		$47.5K Buy
1,037
+4
+0.4% +$187 ﹤0.01% 1798
2024
Q4 		$47.4K Buy
1,033
+4
+0.4% +$188 ﹤0.01% 1738
2024
Q3 		$47.9K Buy
1,029
+566
+122% +$25.3K ﹤0.01% 1677
2024
Q2 		$19.8K Buy
463
+354
+325% +$14.9K ﹤0.01% 1960
2024
Q1 		$4.65K Hold
109
– – ﹤0.01% 2516
2023
Q4 		$4.34K Buy
109
+1
+0.9% +$38 ﹤0.01% 2463
2023
Q3 		$3.96K Hold
108
– – ﹤0.01% 2358
2023
Q2 		$4.12K Buy
108
+1
+0.9% +$37 ﹤0.01% 2341
2023
Q1 		$3.92K Hold
107
– – ﹤0.01% 2366
2022
Q4 		$3.9K Sell
107
-333
-76% -$11.9K ﹤0.01% 2299
2022
Q3 		$15K Hold
440
– – ﹤0.01% 1776
2022
Q2 		$15K Buy
+440
New +$16.1K ﹤0.01% 1776
2021
Q4 		$184K Buy
4,628
+272
+6% +$10.4K 0.01% 748
2021
Q3 		$157K Buy
4,356
+64
+1% +$2.38K 0.01% 1139
2021
Q2 		$156K Buy
4,292
+1
+0% +$36 0.01% 1168
2021
Q1 		$148K Buy
+4,291
New +$143K 0.01% 1116

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

Harbour Investments's PFM Position: Q2 2026 in Review

Harbour Investments increased its Invesco Dividend Achievers ETF (PFM) stake by 0.39% in Q2 2026, buying an estimated $163 and bringing the position to 777 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

Harbour Investments first reported a position in PFM in Q1 2021 and has held it in 19 quarters since. The position peaked at $184K in Q4 2021. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Harbour Investments held 777 shares of Invesco Dividend Achievers ETF worth $43.1K as of Q2 2026.
  • Harbour Investments bought 3 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $163.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2474 holding.
  • Harbour Investments first reported a position in Invesco Dividend Achievers ETF in Q1 2021 and has held it in 19 quarters since.
  • Harbour Investments's Invesco Dividend Achievers ETF position peaked at $184K in Q4 2021.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.