Retireful LLC
PFM icon

Retireful LLC’s Invesco Dividend Achievers ETF PFM Stock Holding History

Retireful LLC’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
Q3 		$256K Buy
+4,661
New +$264K 0.22% 85
2025
Q1 		– Sell
-9,905
Closed -$454K – 149
2024
Q4 		$454K Hold
9,905
– – 0.26% 102
2024
Q3 		$461K Buy
+9,905
New +$442K 0.34% 64

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Retireful LLC's PFM Position: Q3 2026 in Review

Retireful LLC opened a new position in Invesco Dividend Achievers ETF (PFM) in Q3 2026: 4,661 shares worth $256K. The stake represents 0.22% of the portfolio and ranks #85 among its holdings. This is a return to the name: Retireful LLC previously reported a position in PFM as recently as Q4 2024.

Retireful LLC first reported a position in PFM in Q3 2024 and has held it in 3 quarters since. The position peaked at $461K in Q3 2024. 89 funds tracked by Wall St. Rank hold PFM as of Q3 2026.

  • Retireful LLC held 4,661 shares of Invesco Dividend Achievers ETF worth $256K as of Q3 2026.
  • Invesco Dividend Achievers ETF was a new Retireful LLC position in Q3 2026.
  • Invesco Dividend Achievers ETF made up 0.22% of Retireful LLC's portfolio in Q3 2026, its #85 holding.
  • Retireful LLC first reported a position in Invesco Dividend Achievers ETF in Q3 2024 and has held it in 3 quarters since.
  • Retireful LLC's Invesco Dividend Achievers ETF position peaked at $461K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.