NWM
PFM icon

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

Nova 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 		$125K Hold
2,258
– – 0.07% 161
2026
Q1 		$115K Hold
2,258
– – 0.08% 159
2025
Q4 		$116K Hold
2,258
– – 0.08% 161
2025
Q3 		$115K Hold
2,258
– – 0.08% 160
2025
Q2 		$109K Sell
2,258
-271
-11% -$12.4K 0.08% 164
2025
Q1 		$116K Sell
2,529
-120
-5% -$5.61K 0.1% 144
2024
Q4 		$121K Buy
+2,649
New +$124K 0.11% 131

Other funds holding PFM

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nova Wealth Management's PFM Position: Q2 2026 in Review

Nova Wealth Management held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 2,258 shares worth $125K. The position accounts for 0.07% of the portfolio, ranked #161.

Nova Wealth Management first reported a position in PFM in Q4 2024 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Nova Wealth Management held 2,258 shares of Invesco Dividend Achievers ETF worth $125K as of Q2 2026.
  • Nova Wealth Management left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
  • Invesco Dividend Achievers ETF made up 0.07% of Nova Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Nova Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
  • 16 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.