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

Institute for 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	$2.16M	Buy	38,929 +2	+0%	+$108	0.19%	107
2026 Q1	$1.99M	Sell	38,927 -1,038	-3%	-$54.6K	0.21%	108
2025 Q4	$2.06M	Buy	39,965 +1	+0%	+$51	0.22%	97
2025 Q3	$2.03M	Sell	39,964 -66	-0.2%	-$3.26K	0.21%	102
2025 Q2	$1.93M	Sell	40,030 -270	-0.7%	-$12.3K	0.22%	102
2025 Q1	$1.84M	Hold	40,300	–	–	0.24%	96
2024 Q4	$1.85M	Sell	40,300 -180	-0.4%	-$8.44K	0.23%	94
2024 Q3	$1.88M	Hold	40,480	–	–	0.24%	92
2024 Q2	$1.73M	Hold	40,480	–	–	0.23%	95
2024 Q1	$1.72M	Hold	40,480	–	–	0.22%	96
2023 Q4	$1.61M	Sell	40,480 -130	-0.3%	-$4.9K	0.26%	90
2023 Q3	$1.48M	Sell	40,610 -115	-0.3%	-$4.38K	0.27%	90
2023 Q2	$1.56M	Hold	40,725	–	–	0.26%	93
2023 Q1	$1.49M	Hold	40,725	–	–	0.28%	89
2022 Q4	$1.49M	Sell	40,725 -185	-0.5%	-$6.62K	0.31%	83
2022 Q3	$1.32M	Hold	40,910	–	–	0.3%	93
2022 Q2	$1.41M	Hold	40,910	–	–	0.28%	94
2022 Q1	$1.57M	Hold	40,910	–	–	0.25%	100
2021 Q4	$1.63M	Hold	40,910	–	–	0.26%	94
2021 Q3	$1.47M	Hold	40,910	–	–	0.26%	100
2021 Q2	$1.48M	Sell	40,910 -35	-0.1%	-$1.26K	0.26%	96
2021 Q1	$1.42M	Sell	40,945 -200	-0.5%	-$6.67K	0.27%	96
2020 Q4	$1.35M	Hold	41,145	–	–	0.27%	93
2020 Q3	$1.25M	Sell	41,145 -1,000	-2%	-$29.9K	0.28%	89
2020 Q2	$1.19M	Buy	42,145 +200	+0.5%	+$5.48K	0.29%	90
2020 Q1	$1.03M	Sell	41,945 -555	-1%	-$16.1K	0.32%	83
2019 Q4	$1.3M	Sell	42,500 -200	-0.5%	-$5.97K	0.29%	89
2019 Q3	$1.26M	Hold	42,700	–	–	0.32%	86
2019 Q2	$1.23M	Sell	42,700 -1,195	-3%	-$33.6K	0.27%	99
2019 Q1	$1.21M	Hold	43,895	–	–	0.26%	106
2018 Q4	$1.08M	Buy	+43,895	New	+$1.15M	0.45%	68
2018 Q2	–	Sell	-43,776	Closed	-$1.11M	–	234
2018 Q1	$1.11M	Buy	43,776 +234	+0.5%	+$6.14K	0.33%	108
2017 Q4	$1.15M	Buy	43,542 +1,275	+3%	+$32.6K	0.27%	118
2017 Q3	$1.04M	Sell	42,267 -183	-0.4%	-$4.45K	0.34%	97
2017 Q2	$1.02M	Buy	+42,450	New	+$1.02M	0.28%	109

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

Institute for Wealth Management's PFM Position: Q2 2026 in Review

Institute for Wealth Management increased its Invesco Dividend Achievers ETF (PFM) stake by 0.01% in Q2 2026, buying an estimated $108 and bringing the position to 38,929 shares worth $2.16M. The position accounts for 0.19% of the portfolio, ranked #107.

Institute for Wealth Management first reported a position in PFM in Q2 2017 and has held it in 35 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Institute for Wealth Management held 38,929 shares of Invesco Dividend Achievers ETF worth $2.16M as of Q2 2026.
Institute for Wealth Management bought 2 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $108.
Invesco Dividend Achievers ETF made up 0.19% of Institute for Wealth Management's portfolio in Q2 2026, its #107 holding.
Institute for Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q2 2017 and has held it in 35 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.