Modera Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Modera Wealth Management’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	$242K	Hold	4,355	–	–	﹤0.01%	595
2026 Q1	$223K	Sell	4,355 -140	-3%	-$7.37K	﹤0.01%	590
2025 Q4	$232K	Hold	4,495	–	–	﹤0.01%	591
2025 Q3	$228K	Hold	4,495	–	–	﹤0.01%	603
2025 Q2	$217K	Hold	4,495	–	–	﹤0.01%	607
2025 Q1	$206K	Hold	4,495	–	–	﹤0.01%	589
2024 Q4	$206K	Buy	+4,495	New	+$211K	﹤0.01%	595

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

Modera Wealth Management's PFM Position: Q2 2026 in Review

Modera Wealth Management held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 4,355 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Modera Wealth Management first reported a position in PFM in Q4 2024 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Modera Wealth Management held 4,355 shares of Invesco Dividend Achievers ETF worth $242K as of Q2 2026.
Modera Wealth Management left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco Dividend Achievers ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #595 holding.
Modera Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.