Invesco Dividend Achievers EPFMETF
13F holders, Q1 2024 (March 31)126holders
$42.56avg. 13F price*
At the end of Q1 2024, 126 institutions reported holding Invesco Dividend Achievers E (PFM) in their 13F filings. The largest holders were LPL Financial LLC ($99.4M), Flaharty Asset Management, LLC ($35.1M) and Morgan Stanley ($27.9M).
- Company
- Invesco Dividend Achievers E
- CUSIP
- 46137V506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.4M |
| Exits | 4 | $3.6M |
Ownership 126 holders
| LPL Financial LLC | 0.05% | Reduce -2.5% | 2,334,841 | $99.4M |
| Flaharty Asset Management, LLC | 5.20% | Add +9.4% | 823,379 | $35.1M |
| Morgan Stanley | 0.00% | Reduce -0.8% | 656,300 | $27.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +6.6% | 428,518 | $18.2M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.51% | Reduce -1.1% | 427,285 | $18.2M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 303,024 | $12.9M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 270,382 | $11.5M |
| Raymond James & Associates | 0.01% | Reduce -2.8% | 231,994 | $9.9M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +1.5% | 209,863 | $8.9M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 171,929 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.3% | 136,083 | $5.8M |
| Citizens Financial Group Inc. | 0.17% | Add +0.3% | 117,672 | $5.0M |
| Choreo, LLC | 0.12% | Reduce -0.3% | 112,152 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.1% | 107,973 | $4.6M |
| Focus Financial Network, Inc. | 0.22% | — | 113,451 | $4.6M |
| Wealthspire Retirement, LLC | 0.35% | Add +8.8% | 96,726 | $4.1M |
| Atlas Private Wealth Advisors | 1.30% | Reduce -81.1% | 91,460 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +385.6% | 78,677 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Add +6.5% | 68,619 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.9% | 61,704 | $2.6M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -0.6% | 61,440 | $2.6M |
| Waverly Advisors, LLC | 0.06% | New | 58,627 | $2.5M |
| Mariner, LLC | 0.01% | Add +15.4% | 57,740 | $2.5M |
| CreativeOne Wealth, LLC | 0.09% | Add +10.4% | 53,045 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +13.7% | 52,425 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.8% | 51,509 | $2.2M |
| Capital Advisory Group Advisory Services, LLC | 0.97% | Add +1.7% | 48,143 | $2.0M |
| Cetera Investment Advisers | 0.00% | New | 47,297 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +4.6% | 44,080 | $1.9M |
| Eudaimonia Advisors LLC | 0.98% | Add +10.4% | 43,234 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.8% | 40,646 | $1.7M |
| Institute for Wealth Management, LLC. | 0.22% | No change | 40,480 | $1.7M |
| MAI Capital Management | 0.02% | Reduce -8.7% | 39,151 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.2% | 38,152 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +18.5% | 34,622 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +0.7% | 33,087 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.07% | New | 31,956 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.6% | 30,691 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +28.5% | 26,772 | $1.1M |
| Strategies Wealth Advisors, LLC | 0.15% | Add +0.1% | 23,380 | $995K |
| Fort Point Capital Partners LLC | 0.13% | Add +0.1% | 22,976 | $978K |
| CFS Investment Advisory Services, LLC | 0.14% | Add +2.8% | 19,576 | $833K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -34.3% | 18,625 | $793K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +3.1% | 17,709 | $754K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -41.4% | 17,283 | $736K |
| Bank of Montreal | 0.00% | Add +1.9% | 16,768 | $715K |
| HTLF Bank | 0.08% | No change | 16,000 | $681K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 14,012 | $596K |
| Captrust Financial Advisors | 0.00% | No change | 13,797 | $587K |
| WBH Advisory Inc. | 0.06% | Reduce -4.2% | 13,631 | $580K |
| Bond & Devick Financial Network, Inc. | 0.31% | No change | 13,561 | $577K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.8% | 13,119 | $558K |
| Deutsche Bank AG | 0.00% | No change | 12,915 | $550K |
| Brown Advisory Inc. | 0.00% | No change | 12,191 | $519K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.4% | 12,038 | $512K |
| Independent Financial Group, LLC | 0.02% | Add +18.2% | 11,804 | $502K |
| Stifel Financial Corp. | 0.00% | Add +25.4% | 10,519 | $448K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -3.3% | 10,515 | $448K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.8% | 10,058 | $428K |
| Aptus Capital Advisors, LLC | 0.01% | Add +156.1% | 10,040 | $427K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -28.8% | 9,861 | $420K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.8% | 9,580 | $408K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.1% | 9,121 | $388K |
| Creative Planning | 0.00% | Reduce -0.7% | 9,057 | $386K |
| Revisor Wealth Management LLC | 0.17% | New | 9,328 | $385K |
| Aspire Wealth Management Corp | 0.22% | Add +0.1% | 8,535 | $363K |
| United Advisor Group, LLC | 0.13% | No change | 8,349 | $355K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 8,319 | $354K |
| Key Financial Inc | 0.09% | No change | 2,849 | $344K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 8,025 | $342K |
| Mercer Global Advisors Inc. | 0.00% | Add +19.8% | 7,851 | $334K |
| Integrated Wealth Concepts LLC | 0.00% | Add +5.2% | 7,834 | $333K |
| Steward Partners Investment Solutions, LLC | 0.05% | Add +2.7% | 7,412 | $316K |
| Good Life Advisors, LLC | 0.03% | Reduce -17.2% | 7,282 | $310K |
| Private Trust Co. NA | 0.03% | Reduce -0.7% | 6,822 | $290K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,400 | $272K |
| Welch & Forbes LLC | 0.00% | No change | 6,178 | $263K |
| Caldwell Trust Co | 0.03% | No change | 6,148 | $262K |
| Carret Asset Management, LLC | 0.03% | No change | 6,000 | $255K |
| Rodgers & Associates, LTD | 0.03% | No change | 5,894 | $251K |
| XML Financial, LLC | 0.03% | Add +0.4% | 5,893 | $251K |
| IHT Wealth Management, LLC | 0.01% | Reduce -30.9% | 5,781 | $246K |
| Northwest Financial Advisors | 0.26% | No change | 5,471 | $233K |
| Financial Guidance Group, Inc. | 0.14% | No change | 5,120 | $218K |
| Truvestments Capital LLC | 0.08% | Add +0.4% | 4,915 | $209K |
| Essex Financial Services, Inc. | 0.02% | Reduce -19.7% | 4,900 | $209K |
| FMR LLC | 0.00% | Add +185.3% | 4,591 | $195K |
| Allworth Financial LP | 0.00% | Add +0.2% | 4,254 | $181K |
| Annapolis Financial Services, LLC | 0.06% | No change | 4,000 | $170K |
| Farther Finance Advisors, LLC | 0.01% | No change | 3,991 | $169K |
| Salomon & Ludwin, LLC | 0.01% | Add +0.5% | 3,253 | $138K |
| Comerica Bank | 0.00% | No change | 3,174 | $135K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,058 | $130K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -43.2% | 2,985 | $127K |
| Citigroup Inc. | 0.00% | Reduce -97.2% | 2,977 | $127K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,871 | $122K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,520 | $107K |
| Jones Financial Companies LLLP | 0.00% | New | 1,752 | $75K |
| Lanark Financial, Inc. | 0.01% | No change | 1,650 | $71K |
| Gradient Investments LLC | 0.00% | No change | 1,512 | $64K |
"% of holder's portfolio" is PFM's weight in each manager's 13F, not the share of Invesco Dividend Achievers E the manager owns.