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

PMG 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 Q1	$331K	Hold	6,485	–	–	0.24%	47
2025 Q4	$334K	Hold	6,485	–	–	0.24%	44
2025 Q3	$329K	Hold	6,485	–	–	0.25%	43
2025 Q2	$312K	Sell	6,485 -200	-3%	-$9.13K	0.26%	43
2025 Q1	$306K	Hold	6,685	–	–	0.33%	36
2024 Q4	$307K	Buy	+6,685	New	+$313K	0.28%	37

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

PMG Wealth Management's PFM Position: Q1 2026 in Review

PMG Wealth Management held its Invesco Dividend Achievers ETF (PFM) position steady in Q1 2026 at 6,485 shares worth $331K. The position accounts for 0.24% of the portfolio, ranked #47.

PMG Wealth Management first reported a position in PFM in Q4 2024 and has held it in 6 quarters since. The position peaked at $334K in Q4 2025. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

PMG Wealth Management held 6,485 shares of Invesco Dividend Achievers ETF worth $331K as of Q1 2026.
PMG Wealth Management left its Invesco Dividend Achievers ETF share count unchanged in Q1 2026.
Invesco Dividend Achievers ETF made up 0.24% of PMG Wealth Management's portfolio in Q1 2026, its #47 holding.
PMG Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
PMG Wealth Management's Invesco Dividend Achievers ETF position peaked at $334K in Q4 2025.
135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.