Invesco Dividend Achievers EPFMETF
13F holders, Q2 2026 (June 30)146holders +11
16new positions
6sold out
2famous investors
$55.45avg. 13F price*
At the end of Q2 2026, 146 institutions reported holding Invesco Dividend Achievers E (PFM) in their 13F filings, up 11 from Q1 2026. 16 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($100.4M), Raymond James Financial Inc. ($50.5M) and Morgan Stanley ($34.7M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Dividend Achievers E
- CUSIP
- 46137V506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $30.9M |
| Exits | 6 | $7.0M |
All 13F filers, Q1 2026 → Q2 2026: 771,495 shares bought and 811,578 shares sold, net −40,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| LPL Financial LLC | 0.02% | Reduce -1.8% | 1,810,945 | $100.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.0% | 910,245 | $50.5M |
| Morgan Stanley | 0.00% | Reduce -7.3% | 625,664 | $34.7M |
| Modern Wealth Management, LLC | 0.31% | New | 466,295 | $25.9M |
| Bank of America Corp. | 0.00% | Add +1.1% | 271,219 | $15.0M |
| Jones Financial Companies LLLP | 0.01% | Add +11.0% | 231,529 | $12.8M |
| Wells Fargo & Company | 0.00% | Add +3.7% | 225,099 | $12.5M |
| Clearstead Advisors, LLC | 0.11% | Reduce -5.3% | 216,816 | $12.0M |
| Royal Bank of Canada | 0.00% | Add +161.7% | 193,562 | $10.7M |
| Wealthspire Retirement, LLC | 0.35% | Add +0.1% | 113,785 | $6.3M |
| Focus Financial Network, Inc. | 0.20% | Add +0.3% | 113,600 | $6.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.7% | 99,575 | $5.5M |
| Citizens Financial Group Inc. | 0.06% | Reduce -0.3% | 95,589 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.8% | 85,974 | $4.8M |
| Cetera Investment Advisers | 0.00% | Reduce -6.6% | 85,292 | $4.7M |
| Choreo, LLC | 0.05% | Reduce -12.7% | 81,858 | $4.5M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -0.4% | 77,461 | $4.3M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -7.6% | 77,041 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.4% | 75,672 | $4.2M |
| UBS Group AG | 0.00% | Reduce -6.8% | 75,525 | $4.2M |
| Everstar Asset Management, LLC | 2.02% | Add +7.1% | 75,326 | $4.2M |
| Equitable Holdings, Inc. | 0.02% | Reduce -6.8% | 75,264 | $4.2M |
| Osaic Holdings, Inc. | 0.00% | Add +8.5% | 63,337 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 56,783 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.6% | 55,423 | $3.1M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +3.9% | 50,861 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +11.6% | 50,542 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Add +7.4% | 50,537 | $2.8M |
| CPC Advisors, LLC | 0.37% | New | 49,813 | $2.8M |
| Nestegg Advisors, Inc. | 1.93% | Reduce -0.6% | 49,277 | $2.7M |
| Flaharty Asset Management, LLC | 3.77% | Reduce -90.6% | 47,080 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.0% | 46,970 | $2.6M |
| Waverly Advisors, LLC | 0.01% | Reduce -2.6% | 45,523 | $2.5M |
| Atlas Private Wealth Advisors | 0.50% | Reduce -4.0% | 41,162 | $2.3M |
| Institute for Wealth Management, LLC. | 0.19% | Add +0.0% | 38,929 | $2.2M |
| MAI Capital Management | 0.01% | Add +2.8% | 38,392 | $2.1M |
| MML Investors Services, LLC | 0.00% | Add +31.1% | 33,045 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.0% | 32,289 | $1.8M |
| Independent Financial Group, LLC | 0.02% | Add +4.0% | 23,619 | $1.3M |
| Strategies Wealth Advisors, LLC | 0.12% | Add +0.1% | 23,508 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -3.3% | 23,178 | $1.3M |
| FMR LLC | 0.00% | Add +5.5% | 22,982 | $1.3M |
| Composition Wealth, LLC | 0.01% | Reduce -16.8% | 18,690 | $1.0M |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -1.3% | 18,349 | $1.0M |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 17,242 | $956K |
| Truvestments Capital LLC | 0.14% | Reduce -3.5% | 16,446 | $912K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.2% | 16,169 | $897K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +5.9% | 16,167 | $897K |
| UMB Bank, n.a. | 0.01% | No change | 16,000 | $887K |
| Cape Ann Savings Bank | 0.40% | Add +0.4% | 15,266 | $847K |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.4% | 15,230 | $845K |
| Mercer Global Advisors Inc. | 0.00% | Add +58.2% | 15,155 | $840K |
| Deutsche Bank AG | 0.00% | Add +16.1% | 14,988 | $831K |
| EP Wealth Advisors, LLC | 0.00% | No change | 14,832 | $823K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.3% | 14,709 | $816K |
| Koshinski Asset Management, Inc. | 0.04% | No change | 14,170 | $786K |
| Bond & Devick Financial Network, Inc. | 0.19% | No change | 13,561 | $752K |
| Eastern Bank | 0.01% | Add +128.4% | 12,569 | $697K |
| GreatBanc Trust CO | 0.42% | No change | 12,150 | $674K |
| Brown Advisory Inc. | 0.00% | No change | 12,149 | $674K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 12,042 | $668K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.5% | 12,014 | $666K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.7% | 11,684 | $648K |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 11,292 | $626K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.7% | 11,220 | $622K |
| Florida Trust Wealth Management Co | 0.01% | No change | 10,550 | $585K |
| Captrust Financial Advisors | 0.00% | No change | 10,305 | $571K |
| Creative Planning | 0.00% | Reduce -4.3% | 10,295 | $571K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +75.9% | 9,850 | $549K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.1% | 9,646 | $535K |
| Citadel Advisors | 0.00% | Add +6.2% | 9,243 | $513K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,040 | $501K |
| WBH Advisory Inc. | 0.03% | Reduce -1.5% | 9,007 | $500K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.7% | 8,270 | $459K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.9% | 7,372 | $409K |
| Summit Wealth Group LLC / Co. | 0.03% | Add +0.3% | 7,119 | $395K |
| Carret Asset Management, LLC | 0.03% | Add +8.3% | 6,500 | $360K |
| PMG Wealth Management, Inc. | 0.22% | No change | 6,485 | $360K |
| GTS Securities LLC | 0.01% | New | 6,445 | $357K |
| Ibex Wealth Advisors | 0.03% | Reduce -24.2% | 6,428 | $356K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,400 | $355K |
| Sovran Advisors, LLC | 0.03% | Add +5.1% | 6,003 | $342K |
| Caldwell Trust Co | 0.03% | No change | 6,148 | $341K |
| Accurate Wealth Management, LLC | 0.03% | New | 5,913 | $331K |
| Rodgers & Associates, LTD | 0.03% | No change | 5,894 | $327K |
| Private Trust Co. NA | 0.03% | No change | 5,866 | $325K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -9.1% | 5,811 | $322K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 5,811 | $322K |
| Gotham Asset Management | 0.00% | No change | 5,649 | $313K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,553 | $308K |
| Financial Guidance Group, Inc. | 0.11% | No change | 5,120 | $284K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 5,000 | $277K |
| New Insight Wealth Advisors | 0.08% | New | 4,942 | $274K |
| IHT Wealth Management, LLC | 0.01% | Reduce -9.5% | 4,681 | $260K |
| Revisor Wealth Management LLC | 0.06% | No change | 4,664 | $259K |
| Briaud Financial Planning Inc | 0.07% | No change | 4,574 | $254K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 4,537 | $252K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,355 | $242K |
| Goodwin Investment Advisory | 0.48% | New | 4,255 | $236K |
| HB Wealth Management, LLC | 0.00% | New | 4,235 | $235K |
"% of holder's portfolio" is PFM's weight in each manager's 13F, not the share of Invesco Dividend Achievers E the manager owns.