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

Revisor 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	$259K	Hold	4,664	–	–	0.06%	316
2026 Q1	$238K	Hold	4,664	–	–	0.07%	291
2025 Q4	$246K	Hold	4,664	–	–	0.07%	279
2025 Q3	$237K	Hold	4,664	–	–	0.08%	241
2025 Q2	$228K	Hold	4,664	–	–	0.08%	249
2025 Q1	$214K	Buy	+4,664	New	+$218K	0.1%	209
2024 Q4	–	Sell	-4,664	Closed	-$217K	–	162
2024 Q3	$217K	Buy	+4,664	New	+$208K	0.14%	165
2024 Q2	–	Sell	-9,328	Closed	-$385K	–	184
2024 Q1	$385K	Buy	+9,328	New	+$382K	0.17%	142
2023 Q3	–	Sell	-9,328	Closed	-$357K	–	170
2023 Q2	$357K	Sell	9,328 -4,664	-33%	-$173K	0.32%	79
2023 Q1	$512K	Buy	+13,992	New	+$512K	0.47%	50

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

Revisor Wealth Management's PFM Position: Q2 2026 in Review

Revisor Wealth Management held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 4,664 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #316.

Revisor Wealth Management first reported a position in PFM in Q1 2023 and has held it in 10 quarters since. The position peaked at $512K in Q1 2023. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Revisor Wealth Management held 4,664 shares of Invesco Dividend Achievers ETF worth $259K as of Q2 2026.
Revisor Wealth Management left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco Dividend Achievers ETF made up 0.06% of Revisor Wealth Management's portfolio in Q2 2026, its #316 holding.
Revisor Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q1 2023 and has held it in 10 quarters since.
Revisor Wealth Management's Invesco Dividend Achievers ETF position peaked at $512K in Q1 2023.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.