Parallel Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Parallel Advisors’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	$11K	Hold	198	–	–	﹤0.01%	2904
2026 Q1	$10.1K	Sell	198 -43	-18%	-$2.26K	﹤0.01%	2753
2025 Q4	$12.4K	Sell	241 -132	-35%	-$6.76K	﹤0.01%	2518
2025 Q3	$19K	Hold	373	–	–	﹤0.01%	2275
2025 Q2	$17.9K	Buy	373 +2	+0.5%	+$91	﹤0.01%	2249
2025 Q1	$17K	Buy	371 +2	+0.5%	+$93	﹤0.01%	2218
2024 Q4	$16.9K	Buy	369 +1	+0.3%	+$47	﹤0.01%	2218
2024 Q3	$17.1K	Buy	368 +1	+0.3%	+$45	﹤0.01%	2177
2024 Q2	$15.7K	Buy	367 +2	+0.5%	+$84	﹤0.01%	2114
2024 Q1	$15.5K	Buy	365 +1	+0.3%	+$41	﹤0.01%	2115
2023 Q4	$14.5K	Buy	364 +3	+0.8%	+$113	﹤0.01%	2125
2023 Q3	$13.2K	Buy	361 +244	+209%	+$9.3K	﹤0.01%	2067
2023 Q2	$4.47K	Buy	+117	New	+$4.33K	﹤0.01%	2469

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

Parallel Advisors's PFM Position: Q2 2026 in Review

Parallel Advisors held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 198 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

Parallel Advisors first reported a position in PFM in Q2 2023 and has held it in 13 quarters since. The position peaked at $19K in Q3 2025. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Parallel Advisors held 198 shares of Invesco Dividend Achievers ETF worth $11K as of Q2 2026.
Parallel Advisors left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco Dividend Achievers ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2904 holding.
Parallel Advisors first reported a position in Invesco Dividend Achievers ETF in Q2 2023 and has held it in 13 quarters since.
Parallel Advisors's Invesco Dividend Achievers ETF position peaked at $19K in Q3 2025.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.