Next Level Wealth Planning’s Invesco Dividend Achievers ETF PFM Stock Holding History

Next Level Wealth Planning’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 Q3	$37.3K	Buy	+680	New	+$38.4K	0.02%	200

Other funds holding PFM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return

Next Level Wealth Planning's PFM Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Invesco Dividend Achievers ETF (PFM) in Q3 2026: 680 shares worth $37.3K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings.

76 funds tracked by Wall St. Rank hold PFM as of Q3 2026.

Next Level Wealth Planning held 680 shares of Invesco Dividend Achievers ETF worth $37.3K as of Q3 2026.
Invesco Dividend Achievers ETF was a new Next Level Wealth Planning position in Q3 2026.
Invesco Dividend Achievers ETF made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #200 holding.
76 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.