Invesco Dividend Achievers EPFMETF
13F holders, Q2 2025 (June 30)128holders −4
8new positions
5sold out
$48.17avg. 13F price*
At the end of Q2 2025, 128 institutions reported holding Invesco Dividend Achievers E (PFM) in their 13F filings, down 4 from Q1 2025. 8 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($94.8M), Raymond James Financial Inc. ($40.8M) and Morgan Stanley ($34.8M).
- Company
- Invesco Dividend Achievers E
- CUSIP
- 46137V506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.6M |
| Exits | 5 | $711K |
All 13F filers, Q1 2025 → Q2 2025: 559,467 shares bought and 767,679 shares sold, net −208,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| LPL Financial LLC | 0.03% | Add +18.2% | 1,967,217 | $94.8M |
| Raymond James Financial Inc. | 0.01% | Add +0.4% | 846,279 | $40.8M |
| Morgan Stanley | 0.00% | Add +7.7% | 721,560 | $34.8M |
| Flaharty Asset Management, LLC | 3.25% | Add +4.3% | 492,624 | $23.7M |
| Clearstead Advisors, LLC | 0.29% | Reduce -1.1% | 426,266 | $20.5M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 273,553 | $13.2M |
| Wells Fargo & Company | 0.00% | Reduce -52.6% | 203,096 | $9.8M |
| Jones Financial Companies LLLP | 0.01% | Add +27.0% | 139,855 | $6.7M |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 121,712 | $5.9M |
| Citizens Financial Group Inc. | 0.09% | Reduce -0.1% | 119,377 | $5.8M |
| Wealthspire Retirement, LLC | 0.37% | Reduce -0.4% | 114,808 | $5.5M |
| Focus Financial Network, Inc. | 0.22% | Add +0.4% | 113,378 | $5.5M |
| Choreo, LLC | 0.07% | Reduce -0.1% | 105,410 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.0% | 105,334 | $5.1M |
| Atlas Private Wealth Advisors | 0.61% | Reduce -10.9% | 97,911 | $4.7M |
| TD Waterhouse Canada Inc. | 0.03% | Add +36.7% | 95,087 | $4.6M |
| UBS Group AG | 0.00% | Reduce -6.5% | 95,577 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.6% | 85,698 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.6% | 84,938 | $4.1M |
| CreativeOne Wealth, LLC | 0.09% | Add +9.3% | 69,363 | $3.3M |
| Mariner, LLC | 0.00% | Add +1.2% | 67,889 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +3.0% | 66,062 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.3% | 54,635 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +4.7% | 54,541 | $2.6M |
| Capital Advisory Group Advisory Services, LLC | 0.94% | Reduce -1.7% | 54,293 | $2.6M |
| Cetera Investment Advisers | 0.00% | Reduce -30.7% | 53,841 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +3.0% | 53,110 | $2.6M |
| Everstar Asset Management, LLC | 1.56% | Add +3.6% | 52,969 | $2.6M |
| Nestegg Advisors, Inc. | 2.38% | Reduce -1.4% | 51,325 | $2.5M |
| Waverly Advisors, LLC | 0.03% | Reduce -4.2% | 48,146 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +55.9% | 47,373 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.6% | 45,402 | $2.2M |
| Institute for Wealth Management, LLC. | 0.22% | Reduce -0.7% | 40,030 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 39,665 | $1.9M |
| MAI Capital Management | 0.01% | Reduce -0.8% | 38,309 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 36,301 | $1.7M |
| Merit Financial Group, LLC | 0.02% | Add +139.5% | 35,778 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.6% | 34,346 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -15.3% | 32,700 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +29.4% | 30,306 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 26,580 | $1.3M |
| Strategies Wealth Advisors, LLC | 0.12% | Add +0.1% | 23,454 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -0.3% | 23,066 | $1.1M |
| Fort Point Capital Partners LLC | 0.11% | Add +0.3% | 22,946 | $1.1M |
| Bank of Montreal | 0.00% | Add +1.6% | 21,300 | $1.0M |
| CFS Investment Advisory Services, LLC | 0.08% | Add +10.4% | 20,403 | $983K |
| Hilton Capital Management, LLC | 0.08% | No change | 20,056 | $966K |
| Independent Financial Group, LLC | 0.03% | Reduce -3.6% | 19,706 | $949K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.5% | 19,191 | $924K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +3.1% | 17,755 | $855K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -88.7% | 17,283 | $833K |
| Truvestments Capital LLC | 0.16% | Add +0.2% | 16,765 | $808K |
| FMR LLC | 0.00% | Add +3.1% | 16,106 | $776K |
| Koshinski Asset Management, Inc. | 0.05% | No change | 14,170 | $683K |
| Bond & Devick Financial Network, Inc. | 0.22% | No change | 13,561 | $653K |
| Deutsche Bank AG | 0.00% | No change | 12,915 | $622K |
| Advisory Services Network, LLC | 0.01% | Add +5.1% | 12,373 | $599K |
| Brown Advisory Inc. | 0.00% | Reduce -0.9% | 12,083 | $582K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -45.7% | 11,888 | $573K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -13.6% | 10,850 | $523K |
| WBH Advisory Inc. | 0.04% | Reduce -6.8% | 10,461 | $504K |
| Captrust Financial Advisors | 0.00% | Reduce -25.5% | 10,417 | $502K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.4% | 10,147 | $496K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -84.3% | 9,793 | $472K |
| Stifel Financial Corp. | 0.00% | Reduce -51.6% | 9,441 | $455K |
| Creative Planning | 0.00% | Add +1.7% | 9,404 | $453K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,040 | $435K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 8,838 | $426K |
| IHT Wealth Management, LLC | 0.01% | Add +13.7% | 8,754 | $422K |
| CW Advisors, LLC | 0.00% | Add +0.1% | 8,601 | $414K |
| Ibex Wealth Advisors | 0.04% | New | 8,461 | $408K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 8,148 | $393K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.0% | 8,101 | $390K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -15.9% | 7,631 | $368K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 7,327 | $353K |
| Good Life Advisors, LLC | 0.02% | Add +14.3% | 7,234 | $348K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.1% | 6,646 | $320K |
| PMG Wealth Management, Inc. | 0.26% | Reduce -3.0% | 6,485 | $312K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,400 | $308K |
| NewEdge Advisors, LLC | 0.00% | Reduce -17.3% | 6,379 | $307K |
| Caldwell Trust Co | 0.03% | No change | 6,148 | $296K |
| Private Trust Co. NA | 0.03% | Reduce -6.6% | 6,019 | $290K |
| Carret Asset Management, LLC | 0.03% | No change | 6,000 | $289K |
| Rodgers & Associates, LTD | 0.03% | No change | 5,894 | $284K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -97.6% | 5,594 | $269K |
| Northwest Financial Advisors | 0.37% | No change | 5,471 | $264K |
| Susquehanna International Group, LLP | 0.00% | New | 5,454 | $263K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.1% | 5,186 | $250K |
| Financial Guidance Group, Inc. | 0.12% | No change | 5,120 | $247K |
| XML Financial, LLC | 0.02% | Reduce -5.2% | 5,056 | $244K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -37.7% | 5,000 | $241K |
| Essex Financial Services, Inc. | 0.02% | No change | 4,900 | $236K |
| Sovran Advisors, LLC | 0.02% | New | 4,749 | $231K |
| Revisor Wealth Management LLC | 0.08% | No change | 4,664 | $228K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -9.9% | 4,646 | $224K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,495 | $217K |
| Haverford Trust Co | 0.00% | New | 4,170 | $201K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,991 | $192K |
| Briaud Financial Planning Inc | 0.07% | New | 3,890 | $187K |
| Citigroup Inc. | 0.00% | No change | 2,977 | $143K |
"% of holder's portfolio" is PFM's weight in each manager's 13F, not the share of Invesco Dividend Achievers E the manager owns.