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

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return