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Steward Partners Investment Advisory’s Invesco Dividend Achievers ETF PFM Stock Holding History

Steward Partners Investment Advisory’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 		$2.6M Buy
46,970
+1,372
+3% +$74.4K 0.01% 804
2026
Q1 		$2.33M Buy
45,598
+246
+0.5% +$12.9K 0.01% 799
2025
Q4 		$2.34M Sell
45,352
-513
-1% -$26.3K 0.01% 736
2025
Q3 		$2.33M Buy
45,865
+463
+1% +$22.9K 0.01% 723
2025
Q2 		$2.19M Buy
45,402
+1,592
+4% +$72.7K 0.02% 690
2025
Q1 		$2.01M Buy
43,810
+692
+2% +$32.3K 0.02% 661
2024
Q4 		$1.98M Buy
43,118
+756
+2% +$35.4K 0.02% 641
2024
Q3 		$1.97M Buy
42,362
+330
+0.8% +$14.7K 0.02% 631
2024
Q2 		$1.79M Sell
42,032
-2,048
-5% -$86.1K 0.02% 621
2024
Q1 		$1.88M Buy
44,080
+1,921
+5% +$78.7K 0.02% 601
2023
Q4 		$1.68M Buy
42,159
+818
+2% +$30.8K 0.02% 549
2023
Q3 		$1.51M Buy
41,341
+2,785
+7% +$106K 0.02% 540
2023
Q2 		$1.47M Buy
38,556
+8,984
+30% +$333K 0.02% 562
2023
Q1 		$1.08M Buy
29,572
+10,516
+55% +$385K 0.02% 670
2022
Q4 		$696K Buy
19,056
+17,540
+1,157% +$627K 0.01% 783
2022
Q3 		$49K Buy
1,516
+606
+67% +$21.6K ﹤0.01% 1805
2022
Q2 		$31K Hold
910
– – ﹤0.01% 2021
2022
Q1 		$35K Hold
910
– – ﹤0.01% 2101
2021
Q4 		$36K Hold
910
– – ﹤0.01% 2053
2021
Q3 		$33K Hold
910
– – ﹤0.01% 2089
2021
Q2 		$33K Sell
910
-1,221
-57% -$44K ﹤0.01% 4030
2021
Q1 		$73.7K Buy
2,131
+1,221
+134% +$40.7K ﹤0.01% 1784
2020
Q4 		$30K Hold
910
– – ﹤0.01% 1906
2020
Q3 		$28K Hold
910
– – ﹤0.01% 1759
2020
Q2 		$26K Hold
910
– – ﹤0.01% 1681
2020
Q1 		$22K Hold
910
– – ﹤0.01% 1578
2019
Q4 		$27K Buy
+910
New +$27.2K ﹤0.01% 1667

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
MWM
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
CA
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

Steward Partners Investment Advisory's PFM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco Dividend Achievers ETF (PFM) stake by 3% in Q2 2026, buying an estimated $74.4K and bringing the position to 46,970 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #804.

Steward Partners Investment Advisory first reported a position in PFM in Q4 2019 and has held it in 27 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Steward Partners Investment Advisory held 46,970 shares of Invesco Dividend Achievers ETF worth $2.6M as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,372 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $74.4K.
  • Invesco Dividend Achievers ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #804 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco Dividend Achievers ETF in Q4 2019 and has held it in 27 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.