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Get Institutions for : 
Invesco Dividend Achievers Etf Trust (PFM)  
$43.01 0.06 (0.13%) as of 4:30 Fri 5/17


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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  : 
5.32 (14.13%)  




 
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
   LPL FINANCIAL CORP 318 - 2024-03-31 2,334,841 $99,394,000 -60,179
   Flaharty Asset Management LLC 4 - 2024-03-31 823,379 $35,051,000 70,849
   MORGAN STANLEY 2319 - 2024-03-31 656,300 $27,939,000 -5,248
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 539 - 2024-03-31 428,518 $18,242,000 26,625
   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
   ROYAL BANK OF CANADA 1413 - 2024-03-31 270,382 $11,510,000 420
   RAYMOND JAMES & ASSOCIATES 1159 - 2024-03-31 231,994 $9,876,000 -6,704
   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
   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
   Focus Financial Network Inc. 82 - 2024-03-31 113,451 $4,594,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 121 - 2023-12-31 112,613 $4,492,000 0
   Atlas Private Wealth Advisors 19 - 2024-03-31 91,460 $3,893,000 -391,366
   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
   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
   WARREN AVERETT ASSET MANAGEMENT, LLC 228 *New 2024-03-31 58,627 $2,496,000 58,627
   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
   Equitable Holdings Inc. 425 - 2024-03-31 51,509 $2,193,000 -404
   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
   Kestra Advisory Services LLC 945 - 2024-03-31 40,646 $1,730,000 -735
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 95 - 2024-03-31 40,480 $1,723,000 0
   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
   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.W. COLE ADVISORS INC. 274 *New 2024-03-31 31,956 $1,360,000 31,956
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1540 - 2024-03-31 30,691 $1,307,000 -2,868
   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
   Koshinski Asset Management Inc. 245 - 2024-03-31 18,625 $793,000 -9,715
   FLAGSHIP HARBOR ADVISORS LLC 290 - 2024-03-31 17,709 $754,000 530
   Steel Peak Wealth Management LLC 243 - 2024-03-31 17,283 $736,000 -12,227
   BANK OF MONTREAL /CAN/ 1850 - 2024-03-31 16,768 $715,000 318
   HTLF Bank 117 - 2024-03-31 16,000 $681,000 0
   BANK OF NEW YORK MELLON CORP 3363 - 2024-03-31 14,012 $596,000 -2
   CAPTRUST FINANCIAL ADVISORS 1399 - 2024-03-31 13,797 $587,000 0
   DUBUQUE BANK & TRUST CO 122 - 2023-09-30 16,000 $584,000 0
   WAGNER CAPITAL MANAGEMENT CORP 196 - 2024-03-31 13,631 $580,000 -601
   Bond & Devick Financial Network Inc. 63 - 2024-03-31 13,561 $577,000 0
   ENVESTNET ASSET MANAGEMENT INC 3338 - 2024-03-31 13,119 $558,000 -373
   DEUTSCHE BANK AG 2219 - 2024-03-31 12,915 $550,000 0
   BROWN ADVISORY HOLDINGS INC 934 - 2024-03-31 12,191 $519,000 0
   ADVISORY SERVICES NETWORK, LLC 949 - 2024-03-31 12,038 $512,000 -173
   STIFEL FINANCIAL CORP 2669 - 2024-03-31 10,519 $448,000 2,129
   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
   Aptus Capital Advisors LLC 533 - 2024-03-31 10,040 $427,000 6,120
   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
   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
   CREATIVE PLANNING 2035 - 2024-03-31 9,057 $386,000 -62
   Revisor Wealth Management LLC 142 *New 2024-03-31 9,328 $385,000 9,328
   Aspire Wealth Management Corp 72 - 2024-03-31 8,535 $363,000 13
   United Advisor Group LLC 145 - 2024-03-31 8,349 $355,000 0
   JANNEY MONTGOMERY SCOTT LLC 2211 - 2024-03-31 8,319 $354,000 1
   Key Financial Inc 176 - 2024-03-31 2,849 $344,000 0
   Connecticut Wealth Management LLC 254 - 2024-03-31 8,025 $342,000 0
   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
   Good Life Advisors LLC 342 - 2024-03-31 7,282 $310,000 -1,515
   NEW ENGLAND GUILD WEALTH ADVISORS INC. 58 - 2022-12-31 8,025 $293,000 0
   PRIVATE TRUST CO NA 521 - 2024-03-31 6,822 $290,000 -45
   FIRST MANHATTAN CO 602 - 2024-03-31 6,400 $272,000 0
   WELCH & FORBES LLC 355 - 2024-03-31 6,178 $263,000 0
   CARRET ASSET MANAGEMENT 234 - 2024-03-31 6,000 $255,000 0
   Rodgers & Associates LTD 78 - 2024-03-31 5,894 $251,000 0
   XML Financial LLC 298 - 2024-03-31 5,893 $251,000 21
   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
   Northwest Financial Advisors 114 - 2024-03-31 5,471 $233,000 0
   Financial Guidance Group Inc. 53 - 2024-03-31 5,120 $218,000 0
   ESSEX FINANCIAL SERVICES INC 502 - 2024-03-31 4,900 $209,000 -1,200
   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
   Annapolis Financial Services LLC 95 - 2024-03-31 4,000 $170,000 0
   Farther Finance Advisors LLC 739 - 2024-03-31 3,991 $169,000 0
   Salomon & Ludwin LLC 215 - 2024-03-31 3,253 $138,000 17
   COMERICA BANK 2432 - 2024-03-31 3,174 $135,000 0
   Capital Investment Advisory Services LLC 530 - 2024-03-31 3,058 $130,000 0
   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
   PNC FINANCIAL SERVICES GROUP INC 2476 - 2024-03-31 2,871 $122,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 281 - 2024-03-31 2,520 $107,000 0
  100 Records found
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