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PFMPFM
Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in INVESCO EXCHANGE TRADED FD T

OSAIC HOLDINGS, INC. holds 63,337 shares of PFM (INVESCO EXCHANGE TRADED FD T), worth $3.5M as of 2026-Q2. The position was increased (+8.5% shares). PFM represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$3.5M

Current Shares

63,337

Total Value Change

+$1.2M

Total Shares Change

+13,503

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
63,337
+8.5%
$3.5M0.0%$55.45
29
2026-Q1
Increased
58,397
+2.8%
$3M0.0%$53.38
27
2025-Q4
Decreased
56,828
-4.4%
$2.9M0.0%$51.86
0
2025-Q3
Increased
59,433
+9.0%
$3M0.0%$50.23
29
2025-Q2
Increased
54,541
+4.7%
$2.6M0.0%$47.42
27
2025-Q1
Increased
52,097
+8.0%
$2.4M0.0%$44.80
28
2024-Q4
Decreased
48,227
-3.2%
$2.2M0.0%$45.16
0
2024-Q3
Increased
49,834
+4.5%
$2.3M0.0%$45.44
27

Other major holders of PFM: LPL Financial LLC

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