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

IHT 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	$260K	Sell	4,681 -489	-9%	-$26.5K	0.01%	1072
2026 Q1	$264K	Sell	5,170 -639	-11%	-$33.6K	0.01%	1056
2025 Q4	$299K	Sell	5,809 -240	-4%	-$12.3K	0.01%	959
2025 Q3	$307K	Sell	6,049 -2,705	-31%	-$134K	0.01%	922
2025 Q2	$422K	Buy	8,754 +1,052	+14%	+$48K	0.01%	760
2025 Q1	$353K	Buy	7,702 +1,480	+24%	+$69.2K	0.01%	798
2024 Q4	$285K	Buy	+6,222	New	+$292K	0.01%	872
2024 Q2	–	Sell	-5,781	Closed	-$246K	–	1065
2024 Q1	$246K	Sell	5,781 -2,580	-31%	-$106K	0.01%	870
2023 Q4	$334K	Buy	+8,361	New	+$315K	0.01%	729
2021 Q2	–	Sell	-6,083	Closed	-$210K	–	970
2021 Q1	$210K	Buy	+6,083	New	+$203K	0.02%	757

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

IHT Wealth Management's PFM Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco Dividend Achievers ETF (PFM) stake by 9.5% in Q2 2026, selling an estimated $26.5K and leaving 4,681 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #1072.

IHT Wealth Management first reported a position in PFM in Q1 2021 and has held it in 10 quarters since. The position peaked at $422K in Q2 2025. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

IHT Wealth Management held 4,681 shares of Invesco Dividend Achievers ETF worth $260K as of Q2 2026.
IHT Wealth Management sold 489 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $26.5K.
Invesco Dividend Achievers ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1072 holding.
IHT Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q1 2021 and has held it in 10 quarters since.
IHT Wealth Management's Invesco Dividend Achievers ETF position peaked at $422K in Q2 2025.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.