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

NewEdge 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 		$308K Hold
5,553
– – ﹤0.01% 2470
2026
Q1 		$284K Hold
5,553
– – ﹤0.01% 2379
2025
Q4 		$286K Sell
5,553
-267
-5% -$13.7K ﹤0.01% 2343
2025
Q3 		$295K Sell
5,820
-559
-9% -$27.6K ﹤0.01% 2181
2025
Q2 		$307K Sell
6,379
-1,331
-17% -$60.8K ﹤0.01% 2009
2025
Q1 		$353K Sell
7,710
-1,320
-15% -$61.7K ﹤0.01% 1788
2024
Q4 		$414K Buy
9,030
+299
+3% +$14K ﹤0.01% 1672
2024
Q3 		$406K Sell
8,731
-1,238
-12% -$55.3K ﹤0.01% 1601
2024
Q2 		$425K Buy
9,969
+389
+4% +$16.4K ﹤0.01% 1509
2024
Q1 		$408K Sell
9,580
-176
-2% -$7.21K ﹤0.01% 1462
2023
Q4 		$389K Buy
9,756
+1,875
+24% +$70.7K ﹤0.01% 1425
2023
Q3 		$288K Sell
7,881
-320
-4% -$12.2K ﹤0.01% 1450
2023
Q2 		$314K Sell
8,201
-200
-2% -$7.4K ﹤0.01% 1433
2023
Q1 		$307K Sell
8,401
-2,234
-21% -$81.7K ﹤0.01% 1368
2022
Q4 		$388 Buy
+10,635
New +$380K ﹤0.01% 3212
2022
Q1 		– Sell
-5,280
Closed -$210K – 1492
2021
Q4 		$210K Buy
+5,280
New +$202K ﹤0.01% 1503
2020
Q2 		– Sell
-8,535
Closed -$210K – 925
2020
Q1 		$210K Sell
8,535
-5,065
-37% -$147K 0.01% 693
2019
Q4 		$417K Sell
13,600
-313
-2% -$9.35K 0.02% 578
2019
Q3 		$411K Sell
13,913
-47
-0.3% -$1.37K 0.02% 560
2019
Q2 		$400K Sell
13,960
-456
-3% -$12.8K 0.02% 453
2019
Q1 		$399K Sell
14,416
-5
-0% -$132 0.03% 451
2018
Q4 		$356K Buy
+14,421
New +$379K 0.02% 445
2018
Q3 		– Sell
-10,769
Closed -$290K – 520
2018
Q2 		$276K Buy
10,769
+13
+0.1% +$332 0.03% 431
2018
Q1 		$267K Buy
10,756
+618
+6% +$16.2K 0.03% 378
2017
Q4 		$273K Sell
10,138
-1
-0% -$26 0.04% 334
2017
Q3 		$251K Buy
10,139
+522
+5% +$12.7K 0.04% 308
2017
Q2 		$231K Buy
9,617
+259
+3% +$6.23K 0.04% 292
2017
Q1 		$222K Hold
9,358
– – 0.05% 244
2016
Q4 		$215K Buy
+9,358
New +$211K 0.06% 232

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Royal Bank of Canada
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

NewEdge Advisors's PFM Position: Q2 2026 in Review

NewEdge Advisors held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 5,553 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

NewEdge Advisors first reported a position in PFM in Q4 2016 and has held it in 29 quarters since. The position peaked at $425K in Q2 2024. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • NewEdge Advisors held 5,553 shares of Invesco Dividend Achievers ETF worth $308K as of Q2 2026.
  • NewEdge Advisors left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2470 holding.
  • NewEdge Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2016 and has held it in 29 quarters since.
  • NewEdge Advisors's Invesco Dividend Achievers ETF position peaked at $425K in Q2 2024.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.