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Get Institutions for : 
Invesco Dividend Achievers Etf Trust (PFM)  
$46.31 0.23 (0.49%) as of 4:30 Thu 9/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 111    4
Total shares held : 
 7,914,090  
% of shares held : 
 56.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 355,171  
% of shares held change : 
   2.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $42.36  
Last Quarter's Ending Price : 
 $42.67  
Last Quarter's Average Price : 
 $42.06  
Change from last quarter's     
avg. price to the last closing  : 
4.25 (10.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 457,517
 5.78%
 
Increased Positions :
47
 425,851
 5.38%
 
Unchanged Positions :
35
 228,262
 2.88%
 
Decreased Positions :
22
-485,732
-6.14%
 
Closed Positions :
11
-42,465
-0.54%
 
Guru Positions :
0
 0%
 
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 period: 3-31-2024 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 381 - 2024-06-30 2,044,114 $87,222,000 -290,727
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 47 - 2024-03-31 427,285 $18,190,000 -4,631
   BANK OF AMERICA CORP /DE/ 2342 - 2024-06-30 288,552 $12,313,000 -14,472
   ROYAL BANK OF CANADA 1820 - 2024-06-30 137,529 $5,868,000 -132,853
   COMMONWEALTH EQUITY SERVICES LLC. 1116 - 2024-06-30 131,799 $5,624,000 -4,284
   RSM US WEALTH MANAGEMENT LLC 174 - 2024-06-30 107,882 $4,601,000 -4,270
   WARREN AVERETT ASSET MANAGEMENT, LLC 283 - 2024-06-30 56,428 $2,408,000 -2,199
   Advisor Group Holdings Inc. 1600 - 2024-06-30 47,664 $2,034,000 -14,040
   Steward Partners Investment Advisory LLC 618 - 2024-06-30 42,032 $1,794,000 -2,048
   HIGHTOWER ADVISORS, LLC 1535 - 2024-06-30 37,982 $1,622,000 -170
   Kestra Advisory Services LLC 1119 - 2024-06-30 34,081 $1,454,000 -6,565
   Private Advisor Group LLC 1029 - 2024-06-30 32,121 $1,371,000 -966
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1575 - 2024-06-30 30,569 $1,304,000 -122
   CFS Investment Advisory Services LLC 158 - 2024-06-30 18,506 $790,000 -1,070
   Koshinski Asset Management Inc. 300 - 2024-06-30 14,170 $609,000 -4,455
   WAGNER CAPITAL MANAGEMENT CORP 204 - 2024-06-30 12,349 $527,000 -1,282
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3280 - 2024-06-30 9,261 $395,000 -797
   Aptus Capital Advisors LLC 547 - 2024-06-30 9,040 $386,000 -1,000
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1359 - 2024-06-30 8,267 $353,000 -854
   JANNEY MONTGOMERY SCOTT LLC 2195 - 2024-06-30 7,086 $302,000 -1,233
   Good Life Advisors LLC 387 - 2024-06-30 5,943 $254,000 -1,339
   Laurel Wealth Advisors Inc. 562 - 2022-12-31 6,816 $249,000 -300
   WEBSTER BANK 417 - 2024-06-30 570 $24,000 -469
   LGT Financial Advisors LLC 293 - 2024-06-30 500 $21,000 -517
  24 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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