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

Nestegg 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	$2.73M	Sell	49,277 -298	-0.6%	-$16.1K	1.93%	13
2026 Q1	$2.53M	Buy	49,575 +74	+0.1%	+$3.89K	2.22%	10
2025 Q4	$2.55M	Sell	49,501 -6	-0%	-$307	2.18%	11
2025 Q3	$2.51M	Sell	49,507 -1,818	-4%	-$89.8K	2.23%	11
2025 Q2	$2.47M	Sell	51,325 -739	-1%	-$33.7K	2.38%	11
2025 Q1	$2.38M	Buy	52,064 +1,157	+2%	+$54.1K	2.53%	11
2024 Q4	$2.42M	Buy	+50,907	New	+$2.39M	2.44%	10

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

Nestegg Advisors's PFM Position: Q2 2026 in Review

Nestegg Advisors reduced its Invesco Dividend Achievers ETF (PFM) stake by 0.6% in Q2 2026, selling an estimated $16.1K and leaving 49,277 shares worth $2.73M. The position accounts for 1.93% of the portfolio, ranked #13.

Nestegg Advisors 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.

Nestegg Advisors held 49,277 shares of Invesco Dividend Achievers ETF worth $2.73M as of Q2 2026.
Nestegg Advisors sold 298 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $16.1K.
Invesco Dividend Achievers ETF made up 1.93% of Nestegg Advisors's portfolio in Q2 2026, its #13 holding.
Nestegg Advisors 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 Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.