SWGC
PFM icon

Summit Wealth Group (Colorado)’s Invesco Dividend Achievers ETF PFM Stock Holding History

Summit Wealth Group (Colorado)’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 		$395K Buy
7,119
+25
+0.4% +$1.35K 0.03% 247
2026
Q1 		$362K Buy
+7,094
New +$373K 0.04% 226

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

Summit Wealth Group (Colorado)'s PFM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Invesco Dividend Achievers ETF (PFM) stake by 0.35% in Q2 2026, buying an estimated $1.35K and bringing the position to 7,119 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #247.

Summit Wealth Group (Colorado) first reported a position in PFM in Q1 2026 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 7,119 shares of Invesco Dividend Achievers ETF worth $395K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 25 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $1.35K.
  • Invesco Dividend Achievers ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #247 holding.
  • Summit Wealth Group (Colorado) first reported a position in Invesco Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.