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Truvestments Capital’s Invesco Dividend Achievers ETF PFM Stock Holding History

Truvestments Capital’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 		$912K Sell
16,446
-604
-4% -$32.7K 0.14% 151
2026
Q1 		$871K Buy
17,050
+412
+2% +$21.7K 0.16% 150
2025
Q4 		$857K Sell
16,638
-113
-0.7% -$5.79K 0.16% 133
2025
Q3 		$850K Sell
16,751
-14
-0.1% -$691 0.15% 131
2025
Q2 		$808K Buy
16,765
+29
+0.2% +$1.32K 0.16% 130
2025
Q1 		$766K Buy
+16,736
New +$782K 0.17% 118
2024
Q2 		– Sell
-4,915
Closed -$209K – 545
2024
Q1 		$209K Buy
4,915
+21
+0.4% +$861 0.08% 212
2023
Q4 		$195K Buy
4,894
+25
+0.5% +$942 0.09% 210
2023
Q3 		$178K Buy
4,869
+23
+0.5% +$876 0.09% 189
2023
Q2 		$185K Sell
4,846
-504
-9% -$18.7K 0.09% 197
2023
Q1 		$196K Buy
5,350
+26
+0.5% +$951 0.1% 165
2022
Q4 		$194K Sell
5,324
-3,294
-38% -$118K 0.11% 145
2022
Q3 		$279K Buy
8,618
+53
+0.6% +$1.89K 0.18% 118
2022
Q2 		$296K Buy
8,565
+2,367
+38% +$86.5K 0.17% 119
2022
Q1 		$238K Buy
6,198
+1,039
+20% +$39.6K 0.13% 151
2021
Q4 		$205K Sell
5,159
-234
-4% -$8.97K 0.1% 156
2021
Q3 		$194K Buy
+5,393
New +$200K 0.11% 156

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

Truvestments Capital's PFM Position: Q2 2026 in Review

Truvestments Capital reduced its Invesco Dividend Achievers ETF (PFM) stake by 3.5% in Q2 2026, selling an estimated $32.7K and leaving 16,446 shares worth $912K. The position accounts for 0.14% of the portfolio, ranked #151.

Truvestments Capital first reported a position in PFM in Q3 2021 and has held it in 17 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Truvestments Capital held 16,446 shares of Invesco Dividend Achievers ETF worth $912K as of Q2 2026.
  • Truvestments Capital sold 604 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $32.7K.
  • Invesco Dividend Achievers ETF made up 0.14% of Truvestments Capital's portfolio in Q2 2026, its #151 holding.
  • Truvestments Capital first reported a position in Invesco Dividend Achievers ETF in Q3 2021 and has held it in 17 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.