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Independent Financial Group’s Invesco Dividend Achievers ETF PFM Stock Holding History

Independent Financial Group’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 		$1.31M Buy
23,619
+917
+4% +$49.7K 0.02% 591
2026
Q1 		$1.16M Buy
22,702
+279
+1% +$14.7K 0.03% 579
2025
Q4 		$1.15M Buy
22,423
+228
+1% +$11.7K 0.03% 566
2025
Q3 		$1.13M Buy
22,195
+2,489
+13% +$123K 0.03% 566
2025
Q2 		$949K Sell
19,706
-733
-4% -$33.5K 0.03% 564
2025
Q1 		$936K Buy
20,439
+320
+2% +$15K 0.03% 500
2024
Q4 		$923K Buy
20,119
+6,680
+50% +$313K 0.03% 498
2024
Q3 		$626K Buy
13,439
+381
+3% +$17K 0.02% 582
2024
Q2 		$557K Buy
13,058
+1,254
+11% +$52.7K 0.02% 569
2024
Q1 		$502K Buy
11,804
+1,820
+18% +$74.6K 0.02% 582
2023
Q4 		$398K Buy
9,984
+366
+4% +$13.8K 0.02% 626
2023
Q3 		$351K Buy
9,618
+1,501
+18% +$57.2K 0.02% 597
2023
Q2 		$310K Buy
+8,117
New +$300K 0.02% 632

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

Independent Financial Group's PFM Position: Q2 2026 in Review

Independent Financial Group increased its Invesco Dividend Achievers ETF (PFM) stake by 4% in Q2 2026, buying an estimated $49.7K and bringing the position to 23,619 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #591.

Independent Financial Group first reported a position in PFM in Q2 2023 and has held it in 13 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Independent Financial Group held 23,619 shares of Invesco Dividend Achievers ETF worth $1.31M as of Q2 2026.
  • Independent Financial Group bought 917 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $49.7K.
  • Invesco Dividend Achievers ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #591 holding.
  • Independent Financial Group first reported a position in Invesco Dividend Achievers ETF in Q2 2023 and has held it in 13 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.