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 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 $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

FFN

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

Parallel Advisors's PFM Position: Q1 2026 in Review

Parallel Advisors reduced its Invesco Dividend Achievers ETF (PFM) stake by 18% in Q1 2026, selling an estimated $2.26K and leaving 198 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2753.

Parallel Advisors first reported a position in PFM in Q2 2023 and has held it in 12 quarters since. The position peaked at $19K in Q3 2025. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

Parallel Advisors held 198 shares of Invesco Dividend Achievers ETF worth $10.1K as of Q1 2026.
Parallel Advisors sold 43 Invesco Dividend Achievers ETF shares in Q1 2026, an estimated $2.26K.
Invesco Dividend Achievers ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #2753 holding.
Parallel Advisors first reported a position in Invesco Dividend Achievers ETF in Q2 2023 and has held it in 12 quarters since.
Parallel Advisors's Invesco Dividend Achievers ETF position peaked at $19K in Q3 2025.
135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.