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Get Institutions for : 
Invesco Dividend Achievers Etf Trust (PFM)  
$42.96 0.06 (0.15%) as of 4:30 Thu 5/16


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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  : 
5.27 (13.97%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Golden State Equity Partners 365 *Closed 2023-12-31 0 $0 -48,115
   GOLDMAN SACHS GROUP INC/ 4695 *Closed 2023-12-31 0 $0 -11,546
   Pacific Center for Financial Services 388 *Closed 2023-12-31 0 $0 -245
   SALEM INVESTMENT COUNSELORS INC 1147 *Closed 2024-03-31 0 $0 -1,967
   Beacon Pointe Advisors LLC 1313 *Closed 2023-12-31 0 $0 -8,130
   BROWN BROTHERS HARRIMAN & CO 1235 *Closed 2024-03-31 0 $0 -663

  6 Records found
  1    
  Page 1 of 1
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