INVESCO DIVIDEND ACHIEVERS E

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PFM·46137V506·US·ETF

PFM (INVESCO DIVIDEND ACHIEVERS E) is held by 65 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($100.4M), RAYMOND JAMES FINANCIAL INC ($50.5M), MORGAN STANLEY ($34.7M). Net institutional sentiment: Mixed.

65

Holders

(10 Elite)

$309M

Total Value

55% (49)

Consensus

27 buying - 22 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)58

Insider (Form 4)27

Activist (13D/13G)77

Congressional (STOCK Act)55

Holder Quality

18

★★★★★

Elite

28

★★★★

Strong

26

★★★

Solid

64

★★

Below

29

★

Weak

Held by 65 funds

10 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PFM.

Top Holders

Top Holders (65)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	1.8M(-1.8%)	$100.4M	0.0%	+71.80%	0
RAYMOND JAMES FINANCIAL INC	Decreased	910,245(-1.0%)	$50.5M	0.0%	+24.21%	0
MORGAN STANLEY	Decreased	625,664(-7.3%)	$34.7M	0.0%	+33.52%	0
BANK OF AMERICA CORP /DE/	Increased	271,219(+1.1%)	$15M	0.0%	+25.03%	28
JONES FINANCIAL COMPANIES LLLP	Increased	231,529(+11.0%)	$12.8M	0.0%	+17.49%	31
WELLS FARGO & COMPANY/MN	Increased	225,099(+3.7%)	$12.5M	0.0%	+32.67%	29
ROYAL BANK OF CANADA	Increased	193,562(+161.7%)	$10.7M	0.0%	+8.40%	45
Rockefeller Capital Management L.P.	Decreased	99,575(-0.7%)	$5.5M	0.0%	+34.52%	0
Baird Financial Group, Inc.	Decreased	85,974(-0.8%)	$4.8M	0.0%	+61.31%	0
Cetera Investment Advisers	Decreased	85,292(-6.6%)	$4.7M	0.0%	+23.10%	0
TD Waterhouse Canada Inc.	Decreased	77,041(-7.6%)	$4.3M	0.0%	+37.82%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	75,672(-3.4%)	$4.2M	0.0%	+94.46%	0
UBS Group AG	Decreased	75,525(-6.8%)	$4.2M	0.0%	+32.60%	0
Equitable Holdings, Inc.	Decreased	75,264(-6.8%)	$4.2M	0.0%	+40.35%	0
OSAIC HOLDINGS, INC.	Increased	63,337(+8.5%)	$3.5M	0.0%	+47.78%	29
HighTower Advisors, LLC	Increased	56,783(+0.7%)	$3.1M	0.0%	+45.43%	27
Private Advisor Group, LLC	Increased	50,542(+11.6%)	$2.8M	0.0%	+38.08%	29
JPMORGAN CHASE & CO	Increased	50,537(+7.4%)	$2.8M	0.0%	+15.25%	28
Steward Partners Investment Advisory, LLC	Increased	46,970(+3.0%)	$2.6M	0.0%	+53.29%	27
WAWaverly Advisors, LLC	Decreased	45,523(-2.6%)	$2.5M	0.0%	+36.27%	0

Showing 1-20 of 66

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer