Wealth Enhancement Advisory Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

Wealth Enhancement Advisory Services’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	$233K	Sell	4,154 -146	-3%	-$7.91K	﹤0.01%	3447
2026 Q1	$221K	Sell	4,300 -5,672	-57%	-$298K	﹤0.01%	3063
2025 Q4	$523K	Sell	9,972 -175	-2%	-$8.96K	﹤0.01%	2443
2025 Q3	$518K	Hold	10,147	–	–	﹤0.01%	2338
2025 Q2	$496K	Buy	10,147 +1,501	+17%	+$68.5K	﹤0.01%	2236
2025 Q1	$396K	Sell	8,646 -1,954	-18%	-$91.3K	﹤0.01%	2217
2024 Q4	$486K	Buy	10,600 +1,291	+14%	+$60.5K	﹤0.01%	2015
2024 Q3	$433K	Sell	9,309 -552	-6%	-$24.6K	﹤0.01%	1917
2024 Q2	$421K	Hold	9,861	–	–	﹤0.01%	1749
2024 Q1	$420K	Sell	9,861 -3,993	-29%	-$164K	﹤0.01%	1696
2023 Q4	$553K	Hold	13,854	–	–	﹤0.01%	1441
2023 Q3	$506K	Buy	+13,854	New	+$528K	﹤0.01%	1417

Other funds holding PFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's PFM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco Dividend Achievers ETF (PFM) stake by 3.4% in Q2 2026, selling an estimated $7.91K and leaving 4,154 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #3447.

Wealth Enhancement Advisory Services first reported a position in PFM in Q3 2023 and has held it in 12 quarters since. The position peaked at $553K in Q4 2023. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Wealth Enhancement Advisory Services held 4,154 shares of Invesco Dividend Achievers ETF worth $233K as of Q2 2026.
Wealth Enhancement Advisory Services sold 146 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $7.91K.
Invesco Dividend Achievers ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3447 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Invesco Dividend Achievers ETF position peaked at $553K in Q4 2023.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.