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

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

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. 146 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.
  • 146 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.