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 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 $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

Lido Advisors's PFM Position: Q2 2026 in Review

Lido Advisors increased its Invesco Dividend Achievers ETF (PFM) stake by 0.01% in Q2 2026, buying an estimated $54 and bringing the position to 17,242 shares worth $956K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Lido Advisors first reported a position in PFM in Q3 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Lido Advisors held 17,242 shares of Invesco Dividend Achievers ETF worth $956K as of Q2 2026.
Lido Advisors bought 1 Invesco Dividend Achievers ETF share in Q2 2026, an estimated $54.
Invesco Dividend Achievers ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1115 holding.
Lido Advisors first reported a position in Invesco Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.