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Get Institutions for : 
Invesco Dividend Achievers Etf Trust (PFM)  
$42.69 0.13 (0.3%) as of 4:30 Fri 6/14


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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 : 
 $39.87  
Last Quarter's Ending Price : 
 $42.57  
Last Quarter's Average Price : 
 $40.98  
Change from last quarter's     
avg. price to the last closing  : 
1.71 (4.17%)  




 
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: 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 period: 12-31-2023 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
   LPL FINANCIAL CORP 318 - 2024-03-31 2,334,841 $99,394,000 -60,179
   MORGAN STANLEY 2319 - 2024-03-31 656,300 $27,939,000 -5,248
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 47 - 2024-03-31 427,285 $18,190,000 -4,631
   BANK OF AMERICA CORP /DE/ 2259 - 2024-03-31 303,024 $12,900,000 -2,753
   RAYMOND JAMES & ASSOCIATES 1159 - 2024-03-31 231,994 $9,876,000 -6,704
   RSM US WEALTH MANAGEMENT LLC 108 - 2024-03-31 112,152 $4,774,000 -378
   Rockefeller Capital Management L.P. 716 - 2024-03-31 107,973 $4,596,000 -2,280
   Atlas Private Wealth Advisors 19 - 2024-03-31 91,460 $3,893,000 -391,366
   Advisor Group Holdings Inc. 1495 - 2024-03-31 61,704 $2,627,000 -10,804
   TD Waterhouse Canada Inc. 359 - 2024-03-31 61,440 $2,586,000 -362
   Equitable Holdings Inc. 425 - 2024-03-31 51,509 $2,193,000 -404
   Kestra Advisory Services LLC 945 - 2024-03-31 40,646 $1,730,000 -735
   MCCORMACK ADVISORS INTERNATIONAL 399 - 2024-03-31 39,151 $1,667,000 -3,719
   HIGHTOWER ADVISORS, LLC 1508 - 2024-03-31 38,152 $1,628,000 -1,266
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1540 - 2024-03-31 30,691 $1,307,000 -2,868
   Koshinski Asset Management Inc. 245 - 2024-03-31 18,625 $793,000 -9,715
   Steel Peak Wealth Management LLC 243 - 2024-03-31 17,283 $736,000 -12,227
   BANK OF NEW YORK MELLON CORP 3363 - 2024-03-31 14,012 $596,000 -2
   WAGNER CAPITAL MANAGEMENT CORP 196 - 2024-03-31 13,631 $580,000 -601
   ENVESTNET ASSET MANAGEMENT INC 3338 - 2024-03-31 13,119 $558,000 -373
   ADVISORY SERVICES NETWORK, LLC 949 - 2024-03-31 12,038 $512,000 -173
   EP WEALTH ADVISORS, INC. 530 - 2024-03-31 10,515 $448,000 -360
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3079 - 2024-03-31 10,058 $428,000 -502
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1683 - 2024-03-31 9,861 $420,000 -3,993
   Goss Wealth Management LLC 1445 - 2024-03-31 9,580 $408,000 -176
   CREATIVE PLANNING 2035 - 2024-03-31 9,057 $386,000 -62
   Good Life Advisors LLC 342 - 2024-03-31 7,282 $310,000 -1,515
   PRIVATE TRUST CO NA 521 - 2024-03-31 6,822 $290,000 -45
   Laurel Wealth Advisors Inc. 562 - 2022-12-31 6,816 $249,000 -300
   IHT Wealth Management LLC 869 - 2024-03-31 5,781 $246,000 -2,580
   ESSEX FINANCIAL SERVICES INC 502 - 2024-03-31 4,900 $209,000 -1,200
   CITIGROUP INC 3299 - 2024-03-31 2,977 $127,000 -102,938
   TOWER RESEARCH CAPITAL LLC 1700 - 2024-03-31 2,985 $127,000 -2,268
   TSFG LLC 268 - 2024-03-31 1,189 $51,000 -10,315
   WEBSTER BANK 363 - 2024-03-31 1,039 $44,000 -240
   Tidemark LLC 289 - 2024-03-31 781 $33,000 -389
   Spire Wealth Management 1405 - 2024-03-31 666 $28,000 -2,058
   CWM LLC 2770 - 2024-03-31 552 $23,000 -1,704
  38 Records found
  1    
  Page 1 of 1
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