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Public ownership evidence

Invesco Dividend Achievers ETF (PFM) Ownership Disclosures

Read PFM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Goodwin Investment Advisory2026-06-302026-08-204,255$235,958None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2015,155$840,388None
Equitable Holdings, Inc.2026-06-302026-08-1875,264$4,173,743None
Glen Eagle Advisors, LLC2026-06-302026-08-15270$14,973None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,175$65,158None
Modern Wealth Management, LLC2026-06-302026-08-15466,295$25,858,123None
Strategies Wealth Advisors, LLC2026-06-302026-08-1523,508$1,303,601None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-155,811$322,246None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-155,811$322,246None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,651$479,711None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,240$456,931None
OSAIC HOLDINGS, INC.2026-06-302026-08-1546,446$2,575,943None
HRT FINANCIAL LP2026-06-302026-08-154,144$229,000None
GTS SECURITIES LLC2026-06-302026-08-156,445$357,401None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,297$460,105None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,412$355,574None
Gotham Asset Management, LLC2026-06-302026-08-155,649$313,262None
Waverly Advisors, LLC2026-06-302026-08-1545,523$2,524,465None
BROWN ADVISORY INC2026-06-302026-08-1512,149$673,716None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15231,529$12,789,885None
MAI Capital Management2026-06-302026-08-151,388$76,971None
MAI Capital Management2026-06-302026-08-1537,004$2,052,030None
ROYAL BANK OF CANADA2026-06-302026-08-155,568$309,000None
ROYAL BANK OF CANADA2026-06-302026-08-15167,994$9,316,000None
ROYAL BANK OF CANADA2026-06-302026-08-1520,000$1,109,000None
CITADEL ADVISORS LLC2026-06-302026-08-159,243$512,565None
IHT Wealth Management, LLC2026-06-302026-08-154,681$259,569None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1511,684$647,929None
FIRST MANHATTAN CO. LLC.2026-06-302026-08-156,400$354,908None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15534,013$29,613,378None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15376,232$20,863,709None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15164,325$9,112,547None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1560,774$3,370,206None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1587,401$4,846,735None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15178,210$9,882,448None
BANK OF AMERICA CORP /DE/2026-06-302026-08-155,608$310,986None
Allspring Global Investments Holdings, LLC2026-06-302026-08-149,850$548,941None
Sanctuary Advisors, LLC2026-06-302026-08-145,811$322,243None
CreativeOne Wealth, LLC2026-06-302026-08-1477,461$4,295,532None
Rockefeller Capital Management L.P.2026-06-302026-08-1499,575$5,521,916None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1446,970$2,604,686None
UBS Group AG2026-06-302026-08-1436$1,996None
UBS Group AG2026-06-302026-08-1475,489$4,186,167None
Creative Planning2026-06-302026-08-1410,295$570,908None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-142,715$150,559None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1410,305$571,458None
VANGUARD ADVISERS INC2026-06-302026-08-14299$16,607None
UMB Bank, n.a.2026-06-302026-08-1416,000$887,270None
MORGAN STANLEY2026-06-302026-08-14482$26,729None
MORGAN STANLEY2026-06-302026-08-141$70None

90-day public filing window, up to 50 source positions.

Goodwin Investment Advisory ↗MERCER GLOBAL ADVISORS INC /ADV ↗Equitable Holdings, Inc. ↗Glen Eagle Advisors, LLC ↗Federation des caisses Desjardins du Quebec ↗Modern Wealth Management, LLC ↗Strategies Wealth Advisors, LLC ↗CHARLES SCHWAB INVESTMENT MANAGEMENT INC ↗Sixth Street Partners Management Company, L.P. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.