Back to MAI Capital Management MAI Capital Management

PFMPFM
Showing 8 of 19 quarters

Position history for MAI Capital ManagementMAI Capital Management's holdings in INVESCO EXCHANGE TRADED FD T

MAI Capital Management holds 38,392 shares of PFM (INVESCO EXCHANGE TRADED FD T), worth $2.1M as of 2026-Q2. The position was increased (+2.8% shares). PFM represents 0.0% of MAI Capital Management's portfolio.

Current Value

$2.1M

Current Shares

38,392

Total Value Change

+$324,959

Total Shares Change

-363

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
38,392
+2.8%
$2.1M0.0%$55.45
27
2026-Q1
Decreased
37,357
-0.8%
$1.9M0.0%$53.38
0
2025-Q4
Decreased
37,675
-1.3%
$1.9M0.0%$51.86
0
2025-Q3
Decreased
38,183
-0.3%
$1.9M0.0%$50.23
0
2025-Q2
Decreased
38,309
-0.8%
$1.8M0.0%$47.42
0
2025-Q1
Decreased
38,615
-0.6%
$1.8M0.0%$44.80
0
2024-Q4
Increased
38,837
+0.2%
$1.8M0.0%$45.16
26
2024-Q3
Decreased
38,755
-1.3%
$1.8M0.0%$45.44
0

Other major holders of PFM: LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used