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Strategies Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Strategies Wealth Advisors’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 		$1.3M Buy
23,508
+14
+0.1% +$759 0.12% 73
2026
Q1 		$1.2M Buy
23,494
+14
+0.1% +$737 0.12% 59
2025
Q4 		$1.21M Buy
23,480
+13
+0.1% +$666 0.12% 55
2025
Q3 		$1.19M Buy
23,467
+13
+0.1% +$642 0.12% 52
2025
Q2 		$1.13M Buy
23,454
+15
+0.1% +$685 0.12% 54
2025
Q1 		$1.07M Buy
23,439
+15
+0.1% +$701 0.13% 52
2024
Q4 		$1.12M Buy
23,424
+14
+0.1% +$656 0.14% 50
2024
Q3 		$1.09M Buy
23,410
+14
+0.1% +$625 0.15% 39
2024
Q2 		$998K Buy
23,396
+16
+0.1% +$673 0.15% 39
2024
Q1 		$995K Buy
23,380
+16
+0.1% +$656 0.15% 39
2023
Q4 		$932K Sell
23,364
-532
-2% -$20.1K 0.16% 43
2023
Q3 		$873K Sell
23,896
-271
-1% -$10.3K 0.17% 41
2023
Q2 		$924K Sell
24,167
-179
-0.7% -$6.63K 0.19% 42
2023
Q1 		$891K Buy
24,346
+19
+0.1% +$695 0.2% 41
2022
Q4 		$888K Buy
+24,327
New +$870K 0.22% 40
2022
Q2 		$831K Buy
24,091
+123
+0.5% +$4.49K 0.24% 48
2022
Q1 		$922K Buy
23,968
+113
+0.5% +$4.3K 0.25% 43
2021
Q4 		$948K Buy
+23,855
New +$914K 0.27% 41

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

Strategies Wealth Advisors's PFM Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Invesco Dividend Achievers ETF (PFM) stake by 0.06% in Q2 2026, buying an estimated $759 and bringing the position to 23,508 shares worth $1.3M. The position accounts for 0.12% of the portfolio, ranked #73.

Strategies Wealth Advisors first reported a position in PFM in Q4 2021 and has held it in 18 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Strategies Wealth Advisors held 23,508 shares of Invesco Dividend Achievers ETF worth $1.3M as of Q2 2026.
  • Strategies Wealth Advisors bought 14 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $759.
  • Invesco Dividend Achievers ETF made up 0.12% of Strategies Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Strategies Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.