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Sound Income Strategies’s Invesco Dividend Achievers ETF PFM Stock Holding History

Sound Income Strategies’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 		– Sell
-1,115
Closed -$57.1K – 1845
2026
Q1 		$57.1K Hold
1,115
– – ﹤0.01% 772
2025
Q4 		$59K Buy
+1,115
New +$57.1K ﹤0.01% 732

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Royal Bank of Canada
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

Sound Income Strategies's PFM Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2026, closing a stake of 1,115 shares — an estimated $57.1K sold.

Sound Income Strategies first reported a position in PFM in Q4 2025 and held it in 2 quarters. The position peaked at $59K in Q4 2025. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,115 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $57.1K.
  • Sound Income Strategies first reported a position in Invesco Dividend Achievers ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Invesco Dividend Achievers ETF position peaked at $59K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.