Kingswood Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Kingswood Wealth Advisors’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	$2.82M	Buy	50,861 +1,908	+4%	+$103K	0.11%	199
2026 Q1	$2.5M	Buy	48,953 +2,719	+6%	+$143K	0.12%	192
2025 Q4	$2.38M	Buy	46,234 +868	+2%	+$44.4K	0.12%	177
2025 Q3	$2.3M	Buy	+45,366	New	+$2.24M	0.14%	163
2024 Q4	–	Sell	-45,124	Closed	-$2.1M	–	877
2024 Q3	$2.1M	Buy	+45,124	New	+$2.01M	0.15%	155

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

Kingswood Wealth Advisors's PFM Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Invesco Dividend Achievers ETF (PFM) stake by 3.9% in Q2 2026, buying an estimated $103K and bringing the position to 50,861 shares worth $2.82M. The position accounts for 0.11% of the portfolio, ranked #199.

Kingswood Wealth Advisors first reported a position in PFM in Q3 2024 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Kingswood Wealth Advisors held 50,861 shares of Invesco Dividend Achievers ETF worth $2.82M as of Q2 2026.
Kingswood Wealth Advisors bought 1,908 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $103K.
Invesco Dividend Achievers ETF made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #199 holding.
Kingswood Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q3 2024 and has held it in 5 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.