LGT Financial Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

LGT Financial 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	$27.7K	Hold	500	–	–	0.15%	87
2026 Q1	$25.5K	Hold	500	–	–	0.13%	92
2025 Q4	$25.8K	Hold	500	–	–	0.16%	90
2025 Q3	$25.4K	Hold	500	–	–	0.05%	163
2025 Q2	$24.1K	Hold	500	–	–	0.06%	148
2025 Q1	$22.9K	Hold	500	–	–	0.07%	145
2024 Q4	$22.9K	Hold	500	–	–	0.05%	285
2024 Q3	$23.3K	Hold	500	–	–	0.06%	253
2024 Q2	$21.3K	Sell	500 -517	-51%	-$21.7K	0.05%	293
2024 Q1	$43.3K	Hold	1,017	–	–	0.05%	242
2023 Q4	$40.6K	Hold	1,017	–	–	0.05%	238
2023 Q3	$37.1K	Hold	1,017	–	–	0.05%	248
2023 Q2	$38.9K	Buy	+1,017	New	+$37.6K	0.04%	172

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

LGT Financial Advisors's PFM Position: Q2 2026 in Review

LGT Financial Advisors held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 500 shares worth $27.7K. The position accounts for 0.15% of the portfolio, ranked #87.

LGT Financial Advisors first reported a position in PFM in Q2 2023 and has held it in 13 quarters since. The position peaked at $43.3K in Q1 2024. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

LGT Financial Advisors held 500 shares of Invesco Dividend Achievers ETF worth $27.7K as of Q2 2026.
LGT Financial Advisors left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco Dividend Achievers ETF made up 0.15% of LGT Financial Advisors's portfolio in Q2 2026, its #87 holding.
LGT Financial Advisors first reported a position in Invesco Dividend Achievers ETF in Q2 2023 and has held it in 13 quarters since.
LGT Financial Advisors's Invesco Dividend Achievers ETF position peaked at $43.3K in Q1 2024.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.