New Insight Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

New Insight Wealth 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	$274K	Buy	+4,942	New	+$268K	0.08%	107

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

New Insight Wealth Advisors's PFM Position: Q2 2026 in Review

New Insight Wealth Advisors opened a new position in Invesco Dividend Achievers ETF (PFM) in Q2 2026: 4,942 shares worth $274K. The stake represents 0.08% of the portfolio and ranks #107 among its holdings.

146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

New Insight Wealth Advisors held 4,942 shares of Invesco Dividend Achievers ETF worth $274K as of Q2 2026.
Invesco Dividend Achievers ETF was a new New Insight Wealth Advisors position in Q2 2026.
Invesco Dividend Achievers ETF made up 0.08% of New Insight Wealth Advisors's portfolio in Q2 2026, its #107 holding.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.