IFG
PFM icon

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
Q3 		$1.3M Sell
23,609
-10
-0% -$565 0.02% 597
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

FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Independent Financial Group's PFM Position: Q3 2026 in Review

Independent Financial Group reduced its Invesco Dividend Achievers ETF (PFM) stake by 0.04% in Q3 2026, selling an estimated $565 and leaving 23,609 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #597.

Independent Financial Group first reported a position in PFM in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.31M in Q2 2026. 8 funds tracked by Wall St. Rank hold PFM as of Q3 2026.

  • Independent Financial Group held 23,609 shares of Invesco Dividend Achievers ETF worth $1.3M as of Q3 2026.
  • Independent Financial Group sold 10 Invesco Dividend Achievers ETF shares in Q3 2026, an estimated $565.
  • Invesco Dividend Achievers ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #597 holding.
  • Independent Financial Group first reported a position in Invesco Dividend Achievers ETF in Q2 2023 and has held it in 14 quarters since.
  • Independent Financial Group's Invesco Dividend Achievers ETF position peaked at $1.31M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.