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NFP Retirement Inc’s Invesco Dividend Achievers ETF PFM Stock Holding History

NFP Retirement Inc’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 		$6.31M Buy
113,785
+166
+0.1% +$9K 0.35% 53
2026
Q1 		$5.81M Sell
113,619
-1,207
-1% -$63.5K 0.35% 53
2025
Q4 		$5.91M Buy
114,826
+109
+0.1% +$5.58K 0.36% 51
2025
Q3 		$5.82M Sell
114,717
-91
-0.1% -$4.49K 0.37% 51
2025
Q2 		$5.53M Sell
114,808
-500
-0.4% -$22.8K 0.37% 52
2025
Q1 		$5.28M Buy
115,308
+3,986
+4% +$186K 0.42% 40
2024
Q4 		$5.11M Sell
111,322
-800
-0.7% -$37.5K 0.4% 43
2024
Q3 		$5.22M Buy
112,122
+2,709
+2% +$121K 0.42% 39
2024
Q2 		$4.67M Buy
109,413
+12,687
+13% +$533K 0.39% 44
2024
Q1 		$4.12M Buy
96,726
+7,813
+9% +$320K 0.35% 45
2023
Q4 		$3.55M Buy
88,913
+7,200
+9% +$271K 0.6% 38
2023
Q3 		$2.98M Buy
81,713
+300
+0.4% +$11.4K 0.57% 41
2023
Q2 		$3.11M Buy
81,413
+15,200
+23% +$563K 0.58% 44
2023
Q1 		$2.42M Buy
66,213
+2,100
+3% +$76.8K 0.48% 49
2022
Q4 		$2.34M Hold
64,113
– – 0.51% 53
2022
Q3 		$2.07M Buy
64,113
+3,905
+6% +$139K 0.51% 54
2022
Q2 		$2.08M Hold
60,208
– – 0.53% 52
2022
Q1 		$2.31M Buy
+60,208
New +$2.29M 0.55% 50

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

NFP Retirement Inc's PFM Position: Q2 2026 in Review

NFP Retirement Inc increased its Invesco Dividend Achievers ETF (PFM) stake by 0.15% in Q2 2026, buying an estimated $9K and bringing the position to 113,785 shares worth $6.31M. The position accounts for 0.35% of the portfolio, ranked #53.

NFP Retirement Inc first reported a position in PFM in Q1 2022 and has held it in 18 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • NFP Retirement Inc held 113,785 shares of Invesco Dividend Achievers ETF worth $6.31M as of Q2 2026.
  • NFP Retirement Inc bought 166 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $9K.
  • Invesco Dividend Achievers ETF made up 0.35% of NFP Retirement Inc's portfolio in Q2 2026, its #53 holding.
  • NFP Retirement Inc first reported a position in Invesco Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.