Invesco Dividend Achievers EPFMETF
13F holders, Q3 2025 (September 30)121holders −7
5new positions
7sold out
$50.74avg. 13F price*
At the end of Q3 2025, 121 institutions reported holding Invesco Dividend Achievers E (PFM) in their 13F filings, down 7 from Q2 2025. 5 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($92.7M), Raymond James Financial Inc. ($42.9M) and Morgan Stanley ($36.8M).
- Company
- Invesco Dividend Achievers E
- CUSIP
- 46137V506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.9M |
| Exits | 7 | $3.3M |
All 13F filers, Q2 2025 → Q3 2025: 211,868 shares bought and 333,029 shares sold, net −121,161 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| LPL Financial LLC | 0.03% | Reduce -7.2% | 1,826,065 | $92.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.2% | 844,797 | $42.9M |
| Morgan Stanley | 0.00% | Add +0.4% | 724,464 | $36.8M |
| Flaharty Asset Management, LLC | 3.23% | Add +1.5% | 500,099 | $25.4M |
| Clearstead Advisors, LLC | 0.31% | Reduce -2.2% | 417,054 | $21.2M |
| Bank of America Corp. | 0.00% | Add +0.7% | 275,362 | $14.0M |
| Wells Fargo & Company | 0.00% | Add +3.6% | 210,420 | $10.7M |
| Jones Financial Companies LLLP | 0.01% | Add +6.0% | 148,265 | $7.5M |
| Citizens Financial Group Inc. | 0.08% | Reduce -3.5% | 115,160 | $5.8M |
| Wealthspire Retirement, LLC | 0.37% | Reduce -0.1% | 114,717 | $5.8M |
| Royal Bank of Canada | 0.00% | Reduce -6.6% | 113,691 | $5.8M |
| Focus Financial Network, Inc. | 0.20% | Reduce -0.1% | 113,216 | $5.7M |
| Choreo, LLC | 0.07% | Reduce -0.0% | 105,389 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.5% | 101,596 | $5.2M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -0.4% | 94,704 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +73.0% | 93,158 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Add +0.7% | 85,529 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.0% | 83,134 | $4.2M |
| UBS Group AG | 0.00% | Reduce -20.9% | 75,646 | $3.8M |
| CreativeOne Wealth, LLC | 0.09% | Add +5.3% | 73,025 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +9.0% | 72,002 | $3.7M |
| Mariner, LLC | 0.00% | Reduce -1.2% | 67,049 | $3.4M |
| Equitable Holdings, Inc. | 0.02% | Add +13.5% | 60,288 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Add +9.0% | 59,433 | $3.0M |
| Everstar Asset Management, LLC | 1.64% | Add +7.5% | 56,933 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.0% | 55,715 | $2.8M |
| Capital Advisory Group Advisory Services, LLC | 0.85% | Reduce -1.2% | 53,626 | $2.7M |
| Nestegg Advisors, Inc. | 2.23% | Reduce -3.5% | 49,507 | $2.5M |
| Waverly Advisors, LLC | 0.02% | Add +2.0% | 49,091 | $2.5M |
| Atlas Private Wealth Advisors | 0.59% | Reduce -51.4% | 47,556 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.1% | 46,387 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.0% | 45,865 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.14% | New | 45,366 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +61.9% | 43,021 | $2.2M |
| Institute for Wealth Management, LLC. | 0.21% | Reduce -0.2% | 39,964 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Add +10.2% | 39,414 | $2.0M |
| MAI Capital Management | 0.01% | Reduce -0.3% | 38,183 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.4% | 37,512 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 36,433 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -0.8% | 34,057 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.9% | 28,530 | $1.4M |
| Strategies Wealth Advisors, LLC | 0.12% | Add +0.1% | 23,467 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -0.7% | 22,911 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +12.6% | 22,195 | $1.1M |
| Bank of Montreal | 0.00% | Add +3.1% | 21,952 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -4.2% | 19,539 | $1.0M |
| Flagship Harbor Advisors, LLC | 0.04% | Add +10.3% | 19,588 | $994K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.5% | 18,333 | $930K |
| Lido Advisors, LLC | 0.00% | New | 16,783 | $852K |
| Truvestments Capital LLC | 0.15% | Reduce -0.1% | 16,751 | $850K |
| FMR LLC | 0.00% | Add +3.1% | 16,604 | $843K |
| Koshinski Asset Management, Inc. | 0.05% | No change | 14,170 | $719K |
| Brown Advisory Inc. | 0.00% | Add +14.9% | 13,883 | $704K |
| Stifel Financial Corp. | 0.00% | Add +45.4% | 13,731 | $697K |
| Bond & Devick Financial Network, Inc. | 0.21% | No change | 13,561 | $688K |
| Deutsche Bank AG | 0.00% | No change | 12,915 | $655K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.4% | 12,328 | $626K |
| GreatBanc Trust CO | 0.42% | — | 12,150 | $617K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.3% | 11,100 | $563K |
| Florida Trust Wealth Management Co | 0.02% | No change | 10,850 | $551K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,147 | $518K |
| WBH Advisory Inc. | 0.04% | Reduce -3.5% | 10,093 | $512K |
| Captrust Financial Advisors | 0.00% | Reduce -4.8% | 9,917 | $503K |
| Creative Planning | 0.00% | Add +4.4% | 9,820 | $498K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -21.9% | 9,278 | $471K |
| Susquehanna International Group, LLP | 0.00% | Add +65.9% | 9,048 | $459K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,040 | $459K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 8,838 | $448K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 8,525 | $433K |
| Ibex Wealth Advisors | 0.04% | Reduce -0.3% | 8,439 | $428K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 8,150 | $414K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 8,101 | $411K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.8% | 6,763 | $343K |
| PMG Wealth Management, Inc. | 0.25% | No change | 6,485 | $329K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,400 | $325K |
| Caldwell Trust Co | 0.03% | No change | 6,148 | $312K |
| IHT Wealth Management, LLC | 0.01% | Reduce -30.9% | 6,049 | $307K |
| Private Trust Co. NA | 0.03% | No change | 6,019 | $305K |
| Carret Asset Management, LLC | 0.03% | No change | 6,000 | $304K |
| Rodgers & Associates, LTD | 0.03% | No change | 5,894 | $299K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.8% | 5,820 | $295K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,785 | $294K |
| Sovran Advisors, LLC | 0.02% | Add +10.4% | 5,245 | $267K |
| Mercer Global Advisors Inc. | 0.00% | No change | 5,186 | $263K |
| Financial Guidance Group, Inc. | 0.12% | No change | 5,120 | $260K |
| Northwest Financial Advisors | 0.33% | Reduce -7.0% | 5,090 | $258K |
| XML Financial, LLC | 0.02% | Add +0.3% | 5,070 | $257K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 5,000 | $254K |
| Revisor Wealth Management LLC | 0.08% | No change | 4,664 | $237K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.5% | 4,624 | $235K |
| Briaud Financial Planning Inc | 0.08% | Add +17.6% | 4,574 | $232K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,495 | $228K |
| Haverford Trust Co | 0.00% | No change | 4,170 | $212K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.1% | 3,786 | $192K |
| Allworth Financial LP | 0.00% | Add +22.2% | 3,184 | $162K |
| Citigroup Inc. | 0.00% | No change | 2,977 | $151K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -60.8% | 2,871 | $146K |
| Nova Wealth Management, Inc. | 0.08% | No change | 2,258 | $115K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,950 | $99K |
| Lanark Financial, Inc. | 0.01% | No change | 1,650 | $84K |
| Founders Financial Alliance, LLC | 0.01% | Add +3.4% | 1,571 | $80K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,425 | $72K |
| Advanced Asset Management Advisors Inc | 0.02% | No change | 1,380 | $70K |
| American Capital Advisory, LLC | 0.03% | No change | 1,358 | $69K |
| Tsfg, LLC | 0.01% | Add +0.3% | 1,217 | $62K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,175 | $60K |
| Golden State Wealth Management, LLC | 0.01% | No change | 1,054 | $53K |
| Tidemark, LLC | 0.01% | Add +4.1% | 841 | $43K |
| Cwm, LLC | 0.00% | No change | 689 | $35K |
| Spire Wealth Management | 0.00% | Add +0.3% | 681 | $35K |
| Webster Bank, N. A. | 0.00% | No change | 570 | $29K |
| Comerica Bank | 0.00% | No change | 547 | $28K |
| LGT Financial Advisors LLC | 0.05% | No change | 500 | $25K |
| Global Retirement Partners, LLC | 0.00% | Reduce -21.7% | 404 | $21K |
| Parallel Advisors, LLC | 0.00% | No change | 373 | $19K |
| Bfsg, LLC | 0.00% | No change | 293 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Add +57.0% | 281 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | New | 270 | $14K |
| Assetmark, Inc. | 0.00% | No change | 111 | $6K |
| AE Wealth Management LLC | 0.00% | Reduce -16.7% | 25 | $1K |
| Wagner Wealth Management, LLC | 0.00% | No change | 18 | $913 |
"% of holder's portfolio" is PFM's weight in each manager's 13F, not the share of Invesco Dividend Achievers E the manager owns.