Merit Financial Group’s Invesco Dividend Achievers ETF PFM Stock Holding History

Merit Financial Group’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	$897K	Sell	16,169 -31	-0.2%	-$1.68K	0.01%	1137
2026 Q1	$828K	Sell	16,200 -2,429	-13%	-$128K	0.01%	1080
2025 Q4	$959K	Sell	18,629 -20,785	-53%	-$1.06M	0.01%	971
2025 Q3	$2M	Buy	39,414 +3,636	+10%	+$180K	0.02%	573
2025 Q2	$1.72M	Buy	35,778 +20,839	+139%	+$952K	0.02%	579
2025 Q1	$684K	Buy	+14,939	New	+$698K	0.01%	804

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

Merit Financial Group's PFM Position: Q2 2026 in Review

Merit Financial Group reduced its Invesco Dividend Achievers ETF (PFM) stake by 0.19% in Q2 2026, selling an estimated $1.68K and leaving 16,169 shares worth $897K. The position accounts for 0.01% of the portfolio, ranked #1137.

Merit Financial Group first reported a position in PFM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2M in Q3 2025. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Merit Financial Group held 16,169 shares of Invesco Dividend Achievers ETF worth $897K as of Q2 2026.
Merit Financial Group sold 31 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $1.68K.
Invesco Dividend Achievers ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1137 holding.
Merit Financial Group first reported a position in Invesco Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's Invesco Dividend Achievers ETF position peaked at $2M in Q3 2025.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.