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 Q3	$866K	Sell	15,772 -397	-2%	-$22.4K	﹤0.01%	1243
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 $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

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

NFP Retirement Inc Aliso Viejo, California $1.88B AUM 9.68% 1-Year Est. Return

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

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Merit Financial Group's PFM Position: Q3 2026 in Review

Merit Financial Group reduced its Invesco Dividend Achievers ETF (PFM) stake by 2.5% in Q3 2026, selling an estimated $22.4K and leaving 15,772 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Merit Financial Group first reported a position in PFM in Q1 2025 and has held it in 7 quarters since. The position peaked at $2M in Q3 2025. 124 funds tracked by Wall St. Rank hold PFM as of Q3 2026.

Merit Financial Group held 15,772 shares of Invesco Dividend Achievers ETF worth $866K as of Q3 2026.
Merit Financial Group sold 397 Invesco Dividend Achievers ETF shares in Q3 2026, an estimated $22.4K.
Invesco Dividend Achievers ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1243 holding.
Merit Financial Group first reported a position in Invesco Dividend Achievers ETF in Q1 2025 and has held it in 7 quarters since.
Merit Financial Group's Invesco Dividend Achievers ETF position peaked at $2M in Q3 2025.
124 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.