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Get Institutions for : 
Invesco Dividend Achievers Etf Trust (PFM)  
$42.28 0.51 (1.21%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    4
Total shares held : 
 8,550,160  
% of shares held : 
 61.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -513,361  
% of shares held change : 
   -3.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $36.35  
Last Quarter's Ending Price : 
 $39.89  
Last Quarter's Average Price : 
 $37.69  
Change from last quarter's     
avg. price to the last closing  : 
4.59 (12.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 148,906
 1.74%
 
Increased Positions :
43
 166,472
 1.95%
 
Unchanged Positions :
37
 253,115
 2.96%
 
Decreased Positions :
33
-738,085
-8.63%
 
Closed Positions :
8
-90,654
-1.06%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Flaharty Asset Management LLC 4 - 2024-03-31 823,379 $35,051,000 70,849
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 539 - 2024-03-31 428,518 $18,242,000 26,625
   ROYAL BANK OF CANADA 1413 - 2024-03-31 270,382 $11,510,000 420
   Atria Wealth Solutions Inc. 210 - 2024-03-31 209,863 $8,934,000 3,083
   WELLS FARGO & CO/MN 1740 - 2024-03-31 171,929 $7,319,000 5,633
   COMMONWEALTH EQUITY SERVICES LLC. 1075 - 2024-03-31 136,083 $5,793,000 6,830
   CITIZENS FINANCIAL GROUP INC/RI 104 - 2024-03-31 117,672 $5,009,000 415
   Stratos Wealth Partners LTD. 310 - 2024-03-31 78,677 $3,349,000 62,475
   Baird Financial Group Inc. 835 - 2024-03-31 68,619 $2,921,000 4,180
   MARINER WEALTH ADVISORS, LLC 1005 - 2024-03-31 57,740 $2,458,000 7,695
   Change Path LLC 211 - 2024-03-31 53,045 $2,258,000 4,988
   MML INVESTORS SERVICES LLC 997 - 2024-03-31 52,425 $2,232,000 6,312
   Strategic Financial Group LLC - 2023-12-31 55,376 $2,209,000 1,107
   Capital Advisory Group Advisory Services LLC 31 - 2024-03-31 48,143 $2,049,000 784
   Steward Partners Investment Advisory LLC 598 - 2024-03-31 44,080 $1,877,000 1,921
   EUDAIMONIA ADVISORS LLC 27 - 2024-03-31 43,234 $1,840,000 4,063
   FINANCIAL NETWORK 1139 - 2024-03-31 37,867 $1,612,000 2,481
   H D Vest Advisory Services 626 - 2024-03-31 34,622 $1,474,000 5,398
   Private Advisor Group LLC 986 - 2024-03-31 33,087 $1,409,000 221
   J P MORGAN CHASE & CO 3287 - 2024-03-31 26,772 $1,140,000 5,943
   Strategies Wealth Advisors LLC 39 - 2024-03-31 23,380 $995,000 16
   Fort Point Capital Partners LLC 117 - 2024-03-31 22,976 $978,000 19
   CFS Investment Advisory Services LLC 92 - 2024-03-31 19,576 $833,000 537
   FLAGSHIP HARBOR ADVISORS LLC 290 - 2024-03-31 17,709 $754,000 530
   BANK OF MONTREAL /CAN/ 1850 - 2024-03-31 16,768 $715,000 318
   STIFEL FINANCIAL CORP 2669 - 2024-03-31 10,519 $448,000 2,129
   Aptus Capital Advisors LLC 533 - 2024-03-31 10,040 $427,000 6,120
   MULTIFINANCIAL SECURITIES CORP 1760 - 2024-03-31 9,137 $389,000 2,104
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1311 - 2024-03-31 9,121 $388,000 763
   Aspire Wealth Management Corp 72 - 2024-03-31 8,535 $363,000 13
   MERCER GLOBAL ADVISORS INC /ADV 1499 - 2024-03-31 7,851 $334,000 1,299
   Integrated Wealth Concepts LLC 1246 - 2024-03-31 7,834 $333,000 385
   STEWARD PARTNERS INVESTMENT SOLUTIONS LLC 205 - 2024-03-31 7,412 $316,000 196
   XML Financial LLC 298 - 2024-03-31 5,893 $251,000 21
   Truvestments Capital LLC 214 - 2024-03-31 4,915 $209,000 21
   FMR LLC 2876 - 2024-03-31 4,591 $195,000 2,982
   HANSON MCCLAIN, INC. 812 - 2024-03-31 4,254 $181,000 7
   Salomon & Ludwin LLC 215 - 2024-03-31 3,253 $138,000 17
   Founders Financial Alliance LLC 360 - 2024-03-31 1,495 $64,000 1,309
   Coastal Investment Advisors Inc. 548 - 2024-03-31 1,283 $55,000 1,283
   PFS Partners LLC 129 - 2024-03-31 981 $42,000 4
  41 Records found
  1    
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