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International Assets Investment Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

International Assets Investment 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 		$134K Hold
2,425
– – 0.01% 992
2026
Q1 		$124K Buy
2,425
+755
+45% +$39.7K 0.01% 954
2025
Q4 		$86K Buy
+1,670
New +$85.5K 0.01% 1046

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

International Assets Investment Management's PFM Position: Q2 2026 in Review

International Assets Investment Management held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 2,425 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #992.

International Assets Investment Management first reported a position in PFM in Q4 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • International Assets Investment Management held 2,425 shares of Invesco Dividend Achievers ETF worth $134K as of Q2 2026.
  • International Assets Investment Management left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
  • Invesco Dividend Achievers ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #992 holding.
  • International Assets Investment Management first reported a position in Invesco Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.