SW
PFM icon

SteelPeak Wealth’s Invesco Dividend Achievers ETF PFM Stock Holding History

SteelPeak Wealth’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
-53,914
Closed -$2.75M – 689
2026
Q1 		$2.75M Buy
53,914
+44,888
+497% +$2.36M 0.08% 181
2025
Q4 		$465K Buy
+9,026
New +$462K 0.02% 363
2025
Q3 		– Sell
-17,283
Closed -$833K – 641
2025
Q2 		$833K Sell
17,283
-135,131
-89% -$6.17M 0.03% 299
2025
Q1 		$6.98M Buy
152,414
+95,467
+168% +$4.46M 0.29% 80
2024
Q4 		$2.61M Buy
56,947
+39,664
+229% +$1.86M 0.11% 149
2024
Q3 		$805K Hold
17,283
– – 0.04% 258
2024
Q2 		$737K Hold
17,283
– – 0.03% 259
2024
Q1 		$736K Sell
17,283
-12,227
-41% -$501K 0.04% 252
2023
Q4 		$1.18M Buy
+29,510
New +$1.11M 0.07% 190
2023
Q1 		– Sell
-46,071
Closed -$1.68M – 442
2022
Q4 		$1.68M Buy
46,071
+28,476
+162% +$1.02M 0.12% 129
2022
Q3 		$569K Hold
17,595
– – 0.04% 226
2022
Q2 		$607K Hold
17,595
– – 0.04% 226
2022
Q1 		$677K Hold
17,595
– – 0.04% 237
2021
Q4 		$699K Buy
17,595
+775
+5% +$29.7K 0.04% 213
2021
Q3 		$605K Hold
16,820
– – 0.04% 231
2021
Q2 		$610K Hold
16,820
– – 0.04% 241
2021
Q1 		$582K Sell
16,820
-39,750
-70% -$1.33M 0.05% 214
2020
Q4 		$1.86M Buy
+56,570
New +$1.8M 0.17% 103
2020
Q1 		– Sell
-41,450
Closed -$1.27M – 288
2019
Q4 		$1.27M Buy
+41,450
New +$1.24M 0.18% 105

Other funds holding PFM

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SteelPeak Wealth's PFM Position: Q2 2026 in Review

SteelPeak Wealth sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2026, closing a stake of 53,914 shares — an estimated $2.75M sold.

SteelPeak Wealth first reported a position in PFM in Q4 2019 and held it in 19 quarters. The position peaked at $6.98M in Q1 2025. 16 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • SteelPeak Wealth reported no remaining Invesco Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 53,914 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $2.75M.
  • SteelPeak Wealth first reported a position in Invesco Dividend Achievers ETF in Q4 2019 and held it in 19 quarters.
  • SteelPeak Wealth's Invesco Dividend Achievers ETF position peaked at $6.98M in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.