Invesco Dividend Achievers EPFMETF
13F holders, Q2 2024 (June 30)119holders −7
8new positions
12sold out
$42.70avg. 13F price*
At the end of Q2 2024, 119 institutions reported holding Invesco Dividend Achievers E (PFM) in their 13F filings, down 7 from Q1 2024. 8 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($87.2M), Flaharty Asset Management, LLC ($35.5M) and Morgan Stanley ($28.7M).
- Company
- Invesco Dividend Achievers E
- CUSIP
- 46137V506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $23.3M |
| Exits | 12 | $2.0M |
All 13F filers, Q1 2024 → Q2 2024: 903,049 shares bought and 529,985 shares sold, net +373,064 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| LPL Financial LLC | 0.04% | Reduce -12.4% | 2,044,114 | $87.2M |
| Flaharty Asset Management, LLC | 5.24% | Add +1.0% | 831,887 | $35.5M |
| Morgan Stanley | 0.00% | Add +2.6% | 673,190 | $28.7M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +4.8% | 449,214 | $19.2M |
| Clearstead Advisors, LLC | 0.31% | New | 426,029 | $18.2M |
| Raymond James & Associates | 0.01% | Add +59.6% | 370,307 | $15.8M |
| Bank of America Corp. | 0.00% | Reduce -4.8% | 288,552 | $12.3M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +3.1% | 216,393 | $9.2M |
| Wells Fargo & Company | 0.00% | Add +0.6% | 173,026 | $7.4M |
| Atlas Private Wealth Advisors | 0.97% | Add +52.8% | 139,730 | $6.0M |
| Royal Bank of Canada | 0.00% | Reduce -49.1% | 137,529 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.1% | 131,799 | $5.6M |
| Focus Financial Network, Inc. | 0.22% | Add +3.7% | 117,679 | $5.2M |
| Citizens Financial Group Inc. | 0.11% | Add +0.2% | 117,939 | $5.0M |
| Wealthspire Retirement, LLC | 0.39% | Add +13.1% | 109,413 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.3% | 108,291 | $4.6M |
| Choreo, LLC | 0.08% | Reduce -3.8% | 107,882 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +33.1% | 104,707 | $4.5M |
| UBS Group AG | 0.00% | New | 89,253 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Add +8.6% | 74,515 | $3.2M |
| Mariner, LLC | 0.01% | Add +7.5% | 62,074 | $2.6M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -2.5% | 59,922 | $2.6M |
| CreativeOne Wealth, LLC | 0.13% | Add +9.5% | 58,086 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +10.0% | 57,687 | $2.5M |
| Waverly Advisors, LLC | 0.05% | Reduce -3.8% | 56,428 | $2.4M |
| Cetera Investment Advisers | 0.01% | Add +11.3% | 52,633 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +0.2% | 51,632 | $2.2M |
| Capital Advisory Group Advisory Services, LLC | 0.90% | Add +2.5% | 49,338 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.8% | 47,664 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -4.7% | 42,032 | $1.8M |
| Institute for Wealth Management, LLC. | 0.23% | No change | 40,480 | $1.7M |
| MAI Capital Management | 0.02% | Add +0.3% | 39,247 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 37,982 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.8% | 35,922 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -16.1% | 34,081 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +3.0% | 32,902 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +22.4% | 32,762 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.9% | 32,121 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 30,569 | $1.3M |
| Strategies Wealth Advisors, LLC | 0.15% | Add +0.1% | 23,396 | $998K |
| Fort Point Capital Partners LLC | 0.13% | Add +0.1% | 22,996 | $981K |
| Integrated Wealth Concepts LLC | 0.01% | Add +161.4% | 20,482 | $874K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -5.5% | 18,506 | $790K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +2.6% | 18,174 | $775K |
| Bank of Montreal | 0.00% | Add +5.2% | 17,637 | $756K |
| SteelPeak Wealth, LLC | 0.03% | No change | 17,283 | $737K |
| HTLF Bank | 0.08% | No change | 16,000 | $683K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -23.9% | 14,170 | $609K |
| Bank of New York Mellon Corp | 0.00% | No change | 14,012 | $598K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.8% | 14,007 | $598K |
| Captrust Financial Advisors | 0.00% | No change | 13,797 | $589K |
| Bond & Devick Financial Network, Inc. | 0.31% | No change | 13,561 | $579K |
| Independent Financial Group, LLC | 0.02% | Add +10.6% | 13,058 | $557K |
| Deutsche Bank AG | 0.00% | No change | 12,915 | $551K |
| Susquehanna International Group, LLP | 0.00% | New | 12,428 | $530K |
| WBH Advisory Inc. | 0.05% | Reduce -9.4% | 12,349 | $527K |
| Advisory Services Network, LLC | 0.01% | Add +1.6% | 12,229 | $522K |
| Brown Advisory Inc. | 0.00% | No change | 12,191 | $520K |
| Stifel Financial Corp. | 0.00% | Add +3.3% | 10,868 | $464K |
| EP Wealth Advisors, LLC | 0.00% | No change | 10,515 | $449K |
| Jane Street Group, LLC | 0.00% | New | 10,055 | $429K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +234.2% | 9,976 | $426K |
| NewEdge Advisors, LLC | 0.00% | Add +4.1% | 9,969 | $425K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 9,861 | $421K |
| Jones Financial Companies LLLP | 0.00% | Add +433.6% | 9,348 | $399K |
| Creative Planning | 0.00% | Add +2.8% | 9,313 | $397K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.9% | 9,261 | $395K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -10.0% | 9,040 | $386K |
| Aspire Wealth Management Corp | 0.21% | Add +0.2% | 8,550 | $365K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.4% | 8,267 | $353K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 8,025 | $342K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.3% | 7,874 | $336K |
| PNC Financial Services Group, Inc. | 0.00% | Add +152.8% | 7,259 | $310K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.8% | 7,086 | $302K |
| Private Trust Co. NA | 0.03% | No change | 6,822 | $291K |
| CPC Advisors, LLC | 0.05% | New | 6,444 | $275K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,400 | $273K |
| Caldwell Trust Co | 0.03% | No change | 6,148 | $262K |
| Carret Asset Management, LLC | 0.03% | No change | 6,000 | $256K |
| Good Life Advisors, LLC | 0.02% | Reduce -18.4% | 5,943 | $254K |
| XML Financial, LLC | 0.03% | Add +0.4% | 5,915 | $252K |
| Rodgers & Associates, LTD | 0.03% | No change | 5,894 | $251K |
| Northwest Financial Advisors | 0.24% | No change | 5,471 | $233K |
| Financial Guidance Group, Inc. | 0.13% | No change | 5,120 | $218K |
| Essex Financial Services, Inc. | 0.02% | No change | 4,900 | $213K |
| FMR LLC | 0.00% | Add +1.6% | 4,662 | $199K |
| Allworth Financial LP | 0.00% | Add +0.1% | 4,260 | $187K |
| Annapolis Financial Services, LLC | 0.06% | No change | 4,000 | $171K |
| Farther Finance Advisors, LLC | 0.01% | No change | 3,991 | $170K |
| Comerica Bank | 0.00% | No change | 3,174 | $135K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,058 | $130K |
| Citigroup Inc. | 0.00% | No change | 2,977 | $127K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,520 | $108K |
| Lanark Financial, Inc. | 0.01% | No change | 1,650 | $70K |
| Gradient Investments LLC | 0.00% | No change | 1,512 | $65K |
| Founders Financial Alliance, LLC | 0.02% | No change | 1,495 | $64K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,430 | $61K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,425 | $61K |
| Advanced Asset Management Advisors Inc | 0.02% | No change | 1,380 | $59K |
| Realta Investment Advisors | 0.01% | Add +0.5% | 1,289 | $55K |
"% of holder's portfolio" is PFM's weight in each manager's 13F, not the share of Invesco Dividend Achievers E the manager owns.