Northwestern Mutual Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Northwestern Mutual Wealth Management’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	$409K	Sell	7,372 -1,000	-12%	-$54.2K	﹤0.01%	1723
2026 Q1	$428K	Sell	8,372 -466	-5%	-$24.5K	﹤0.01%	1623
2025 Q4	$455K	Hold	8,838	–	–	﹤0.01%	1574
2025 Q3	$448K	Hold	8,838	–	–	﹤0.01%	1500
2025 Q2	$426K	Hold	8,838	–	–	﹤0.01%	1440
2025 Q1	$405K	Buy	8,838 +1,022	+13%	+$47.8K	﹤0.01%	1414
2024 Q4	$358K	Hold	7,816	–	–	﹤0.01%	1431
2024 Q3	$364K	Sell	7,816 -451	-5%	-$20.1K	﹤0.01%	1421
2024 Q2	$353K	Sell	8,267 -854	-9%	-$35.9K	﹤0.01%	1371
2024 Q1	$388K	Buy	9,121 +763	+9%	+$31.3K	﹤0.01%	1321
2023 Q4	$333K	Buy	8,358 +6,353	+317%	+$239K	﹤0.01%	1334
2023 Q3	$73.3K	Sell	2,005 -1,001	-33%	-$38.1K	﹤0.01%	1832
2023 Q2	$115K	Sell	3,006 -88	-3%	-$3.26K	﹤0.01%	1651
2023 Q1	$113K	Buy	3,094 +2	+0.1%	+$73	﹤0.01%	1638
2022 Q4	$113K	Sell	3,092 -2,099	-40%	-$75K	﹤0.01%	1615
2022 Q3	$168K	Sell	5,191 -766	-13%	-$27.2K	﹤0.01%	1449
2022 Q2	$206K	Sell	5,957 -1,823	-23%	-$66.6K	﹤0.01%	1379
2022 Q1	$299K	Buy	7,780 +1	+0%	+$38	﹤0.01%	1282
2021 Q4	$309K	Buy	7,779 +777	+11%	+$29.8K	﹤0.01%	1273
2021 Q3	$252K	Buy	7,002 +6	+0.1%	+$223	﹤0.01%	1263
2021 Q2	$254K	Sell	6,996 -1,371	-16%	-$49.4K	﹤0.01%	1232
2021 Q1	$289K	Sell	8,367 -1,104	-12%	-$36.8K	﹤0.01%	1106
2020 Q4	$311K	Sell	9,471 -47,855	-83%	-$1.52M	﹤0.01%	989
2020 Q3	$1.74M	Buy	57,326 +56,002	+4,230%	+$1.68M	﹤0.01%	453
2020 Q2	$37K	Hold	1,324	–	–	﹤0.01%	1540
2020 Q1	$33K	Buy	+1,324	New	+$38.4K	﹤0.01%	1541
2018 Q1	–	Sell	-869	Closed	-$23K	–	2375
2017 Q4	$23K	Buy	+869	New	+$22.2K	﹤0.01%	1460

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

Northwestern Mutual Wealth Management's PFM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Invesco Dividend Achievers ETF (PFM) stake by 12% in Q2 2026, selling an estimated $54.2K and leaving 7,372 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Northwestern Mutual Wealth Management first reported a position in PFM in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.74M in Q3 2020. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Northwestern Mutual Wealth Management held 7,372 shares of Invesco Dividend Achievers ETF worth $409K as of Q2 2026.
Northwestern Mutual Wealth Management sold 1,000 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $54.2K.
Invesco Dividend Achievers ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1723 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q4 2017 and has held it in 27 quarters since.
Northwestern Mutual Wealth Management's Invesco Dividend Achievers ETF position peaked at $1.74M in Q3 2020.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.