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PFMPFM
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in INVESCO EXCHANGE TRADED FD T

LPL Financial LLC holds 1.8M shares of PFM (INVESCO EXCHANGE TRADED FD T), worth $100.4M as of 2026-Q2. The position was decreased (-1.8% shares). PFM represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$100.4M

Current Shares

1.8M

Total Value Change

+$96.4M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.8M
-1.8%
$100.4M0.0%$55.45
0
2026-Q1
Increased
1.8M
+1.8%
$94.2M0.0%$53.38
30
2025-Q4
Decreased
1.8M
-0.9%
$93.2M0.0%$51.86
0
2025-Q3
Decreased
1.8M
-7.2%
$92.7M0.0%$50.23
0
2025-Q2
Increased
2M
+18.2%
$94.8M0.0%$47.42
35
2025-Q1
Increased
1.7M
+4.3%
$76.2M0.0%$44.80
31
2024-Q4
Decreased
1.6M
-21.6%
$73.2M0.0%$45.16
0
2024-Q3
Decreased
2M
-0.4%
$94.8M0.0%$45.44
0
2024-Q2
Decreased
2M
-12.4%
$87.2M0.0%$41.72
0
2024-Q1
Decreased
2.3M
-2.5%
$99.4M0.1%$41.43
0
2023-Q4
Decreased
2.4M
-1.6%
$95.5M0.1%$38.66
0
2023-Q3
Decreased
2.4M
-13.1%
$88.9M0.1%$35.22
0
2023-Q2
Decreased
2.8M
-5.7%
$107.1M0.1%$36.33
0
2023-Q1
Decreased
3M
-3.7%
$108.8M0.1%$34.53
0
2022-Q4
Increased
3.1M
+4.9%
$112.7M0.1%$34.70
32
2022-Q3
Decreased
2.9M
-1.9%
$95.1M0.1%$30.95
0
2022-Q2
Decreased
3M
-4.9%
$103.4M0.1%$32.58
0
2022-Q1
Decreased
3.2M
-2.8%
$121.2M0.1%$36.39
0
2021-Q4
Increased
3.2M
+9.1%
$128.9M0.1%$37.01
39
2021-Q3
Increased
3M
+8.3%
$106.9M0.1%$33.82
39
2021-Q2
Increased
2.7M
+15.8%
$99.6M0.1%$33.34
41
2021-Q1
Increased
2.4M
+17.7%
$82M0.1%$31.77
35
2020-Q4
Increased
2M
+12.8%
$66.2M0.1%$29.86
33
2020-Q3
Increased
1.8M
+131.8%
$54M0.1%$27.35
47
2020-Q2
Increased
769,993
+32.2%
$21.7M0.0%$25.24
36
2020-Q1
Increased
582,285
+157.3%
$14.4M0.0%$22.61
45
2019-Q4
Increased
226,293
+6.3%
$6.9M0.0%$27.37
29
2019-Q3
Increased
212,783
+8.3%
$6.3M0.0%$26.18
29
2019-Q2
Increased
196,492
+21.2%
$5.6M0.0%$25.35
32
2019-Q1
Decreased
162,111
-0.5%
$4.5M0.0%$24.32
0
2018-Q4
New
162,947
-
$4M0.0%$21.48
37

Other major holders of PFM: Steward Partners Investment Advisory, LLC, OSAIC HOLDINGS, INC., RAYMOND JAMES FINANCIAL INC

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