Spire Wealth Management
PFM icon

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

Spire 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
Q3 		$35.2K Sell
641
-47
-7% -$2.66K ﹤0.01% 1240
2026
Q2 		$38.1K Buy
688
+2
+0.3% +$108 ﹤0.01% 1249
2026
Q1 		$35K Buy
686
+3
+0.4% +$158 ﹤0.01% 1271
2025
Q4 		$35.2K Buy
683
+2
+0.3% +$102 ﹤0.01% 1284
2025
Q3 		$34.6K Buy
681
+2
+0.3% +$99 ﹤0.01% 1351
2025
Q2 		$32.7K Buy
679
+3
+0.4% +$137 ﹤0.01% 1353
2025
Q1 		$31K Buy
676
+2
+0.3% +$93 ﹤0.01% 1455
2024
Q4 		$30.9K Buy
674
+2
+0.3% +$94 ﹤0.01% 1464
2024
Q3 		$31.3K Buy
672
+3
+0.4% +$134 ﹤0.01% 1290
2024
Q2 		$28.6K Buy
669
+3
+0.5% +$126 ﹤0.01% 1304
2024
Q1 		$28.4K Sell
666
-2,058
-76% -$84.3K ﹤0.01% 1404
2023
Q4 		$109K Buy
2,724
+3
+0.1% +$113 ﹤0.01% 972
2023
Q3 		$99.4K Buy
2,721
+3
+0.1% +$114 ﹤0.01% 958
2023
Q2 		$104K Buy
2,718
+3
+0.1% +$111 ﹤0.01% 957
2023
Q1 		$99.4K Buy
2,715
+3
+0.1% +$110 ﹤0.01% 972
2022
Q4 		$99K Buy
2,712
+2,063
+318% +$73.8K 0.01% 744
2022
Q3 		$21K Buy
649
+3
+0.5% +$107 ﹤0.01% 1313
2022
Q2 		$22K Buy
646
+4
+0.6% +$146 ﹤0.01% 1635
2022
Q1 		$25K Sell
642
-2,058
-76% -$78.4K ﹤0.01% 1724
2021
Q4 		$107K Buy
2,700
+2,063
+324% +$79K ﹤0.01% 1377
2021
Q3 		$23K Buy
637
+3
+0.5% +$111 ﹤0.01% 1802
2021
Q2 		$23K Sell
634
-2,258
-78% -$81.4K ﹤0.01% 1822
2021
Q1 		$100K Buy
+2,892
New +$96.5K ﹤0.01% 1404

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
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
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Nestegg Advisors
Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return

Spire Wealth Management's PFM Position: Q3 2026 in Review

Spire Wealth Management reduced its Invesco Dividend Achievers ETF (PFM) stake by 6.8% in Q3 2026, selling an estimated $2.66K and leaving 641 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Spire Wealth Management first reported a position in PFM in Q1 2021 and has held it in 23 quarters since. The position peaked at $109K in Q4 2023. 81 funds tracked by Wall St. Rank hold PFM as of Q3 2026.

  • Spire Wealth Management held 641 shares of Invesco Dividend Achievers ETF worth $35.2K as of Q3 2026.
  • Spire Wealth Management sold 47 Invesco Dividend Achievers ETF shares in Q3 2026, an estimated $2.66K.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1240 holding.
  • Spire Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Invesco Dividend Achievers ETF position peaked at $109K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.