Lido Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Lido 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 Q3	$946K	Buy	17,244 +2	+0%	+$113	﹤0.01%	1119
2026 Q2	$956K	Buy	17,242 +1	+0%	+$54	﹤0.01%	1115
2026 Q1	$881K	Buy	17,241 +2	+0%	+$105	﹤0.01%	1021
2025 Q4	$875K	Buy	17,239 +456	+3%	+$23.3K	﹤0.01%	1063
2025 Q3	$852K	Buy	+16,783	New	+$829K	﹤0.01%	1019

Other funds holding PFM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Lido Advisors's PFM Position: Q3 2026 in Review

Lido Advisors increased its Invesco Dividend Achievers ETF (PFM) stake by 0.01% in Q3 2026, buying an estimated $113 and bringing the position to 17,244 shares worth $946K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Lido Advisors first reported a position in PFM in Q3 2025 and has held it in 5 quarters since. The position peaked at $956K in Q2 2026. 89 funds tracked by Wall St. Rank hold PFM as of Q3 2026.

Lido Advisors held 17,244 shares of Invesco Dividend Achievers ETF worth $946K as of Q3 2026.
Lido Advisors bought 2 Invesco Dividend Achievers ETF shares in Q3 2026, an estimated $113.
Invesco Dividend Achievers ETF made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1119 holding.
Lido Advisors first reported a position in Invesco Dividend Achievers ETF in Q3 2025 and has held it in 5 quarters since.
Lido Advisors's Invesco Dividend Achievers ETF position peaked at $956K in Q2 2026.
89 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.