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Invesco Dividend Achievers E (PFM)

CUSIP: 46137V506 | NYSE | 335 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Focus Financial Network, Inc.113,692
0.2% of portfolio›$6.2M
Citizens Financial Group Inc83,918
0.1% of portfolio›$4.6M
Choreo, LLC79,314
0.0% of portfolio›$4.4M
TD Waterhouse Canada Inc.76,178
0.0% of portfolio›$4.2M
Commonwealth Equity Services, LLC60,059
0.0% of portfolio›$3.3M
Cambridge Investment Research Advisors, Inc.55,855
0.0% of portfolio›$3.1M
Kingswood Wealth Advisors, LLC49,892
0.1% of portfolio›$2.7M
Nestegg Advisors, Inc.46,466
1.7% of portfolio›$2.6M
Atlas Private Wealth Advisors40,040
0.5% of portfolio›$2.2M
Independent Financial Group, LLC23,609
0.0% of portfolio›$1.3M
CFS Investment Advisory Services, LLC18,358
0.1% of portfolio›$1.0M
Lido Advisors, LLC17,244
0.0% of portfolio›$946.3K
Eastern Bank15,885
0.0% of portfolio›$871.8K
Flaharty Asset Management, LLC15,879
4.9% of portfolio›$877.5K
Flagship Harbor Advisors, LLC15,631
0.0% of portfolio›$857.8K
Kestra Advisory Services, LLC15,250
0.0% of portfolio›$836.9K
Koshinski Asset Management, Inc.14,170
0.0% of portfolio›$777.7K
Bond & Devick Financial Network, Inc.13,561
0.2% of portfolio›$744.2K
GreatBanc Trust Co12,150
0.4% of portfolio›$666.8K
SteelPeak Wealth, LLC11,616
0.0% of portfolio›$637.5K
Accurate Wealth Management, LLC10,699
0.1% of portfolio›$602.9K
Creative Planning10,505
0.0% of portfolio›$576.5K
Allspring Global Investments Holdings, LLC9,850
0.0% of portfolio›$543.5K
WBH Advisory Inc9,007
0.0% of portfolio›$494.3K
Prospera Financial Services Inc7,909
0.0% of portfolio›$461.8K
Summit Wealth Group LLC / Co7,142
0.0% of portfolio›$392.0K
Carret Asset Management, LLC6,500
0.0% of portfolio›$356.7K
Caldwell Trust Co6,148
0.0% of portfolio›$337.4K
Rodgers & Associates, LTD5,894
0.0% of portfolio›$323.5K
Private Trust Co NA5,866
0.0% of portfolio›$321.9K
Sovran Advisors, LLC5,782
0.0% of portfolio›$339.1K
CPC Advisors, LLC5,545
0.0% of portfolio›$304.3K
Financial Guidance Group, Inc.5,120
0.1% of portfolio›$281.0K
Wealth Enhancement Advisory Services, LLC5,120
0.0% of portfolio›$286.0K
Connecticut Wealth Management, LLC5,000
0.0% of portfolio›$274.4K
Revisor Wealth Management LLC4,664
0.1% of portfolio›$265.7K
Retireful, LLC4,661
0.2% of portfolio›$255.8K
Briaud Financial Planning Inc4,574
0.1% of portfolio›$251.0K
Financial Council, LLC4,414
0.1% of portfolio›$242.2K
Modera Wealth Management, LLC4,355
0.0% of portfolio›$239.0K
HB Wealth Management, LLC4,235
0.0% of portfolio›$232.4K
Farther Finance Advisors, LLC3,786
0.0% of portfolio›$207.8K
Capital Investment Advisory Services, LLC1,950
0.0% of portfolio›$107.0K
AlphaCore Capital LLC1,937
0.0% of portfolio›$106.3K
Lanark Financial, Inc.1,650
0.0% of portfolio›$90.6K
Ashton Thomas Private Wealth, LLC1,430
0.0% of portfolio›$78.5K
American Capital Advisory, LLC1,358
0.0% of portfolio›$74.5K
Tsfg, LLC1,234
0.0% of portfolio›$68
Assetmark, Inc1,111
0.0% of portfolio›$61.0K
City Holding Co1,044
0.0% of portfolio›$57.3K
Advanced Asset Management Advisors Inc690
0.0% of portfolio›$37.9K
Next Level Wealth Planning, LLC680
0.0% of portfolio›$37.3K
Spire Wealth Management641
0.0% of portfolio›$35.2K
Golden State Wealth Management, LLC591
0.0% of portfolio›$32.4K
Beacon Investment Advisory Services, Inc.225
0.0% of portfolio›$12.3K
Parallel Advisors, LLC200
0.0% of portfolio›$11.0K
Capital Investment Counsel, Inc200
0.0% of portfolio›$11.0K
Compass Financial Management LLC112
0.0% of portfolio›$6.2K
Bfsg, LLC78
0.0% of portfolio›$4.3K
Blue Trust, Inc.38
0.0% of portfolio›$2.1K
Wagner Wealth Management, LLC17
0.0% of portfolio›$933
StyleTurnoverLocationFiled
Focus Financial Network, Inc.
113,692$6.2M0.2%ETFLowMinneapolis, MN2026-10-14
Citizens Financial Group Inc
83,918$4.6M0.1%GrowthLowProvidence, RI2026-10-23
Choreo, LLC
79,314$4.4M0.0%IndexLowRockford, IL2026-10-28
TD Waterhouse Canada Inc.
76,178$4.2M0.0%CoreLowToronto, Australia2026-10-16
Commonwealth Equity Services, LLC
60,059$3.3M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
55,855$3.1M0.0%ETFLowFairfield, IA2026-11-02
Kingswood Wealth Advisors, LLC
49,892$2.7M0.1%GrowthLowSan Diego, CA2026-10-23
Nestegg Advisors, Inc.
46,466$2.6M1.7%ETFLowHauppauge, NY2026-10-21
Atlas Private Wealth Advisors
40,040$2.2M0.5%ETFLowRed Bank, NJ2026-10-23
Independent Financial Group, LLC
23,609$1.3M0.0%GrowthLowSan Diego, CA2026-10-13
CFS Investment Advisory Services, LLC
18,358$1.0M0.1%ETFMediumTotowa, NJ2026-10-19
Lido Advisors, LLC
17,244$946.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Eastern Bank
15,885$871.8K0.0%GrowthMediumBoston, MA2026-10-05
Flaharty Asset Management, LLC
15,879$877.5K4.9%ETFLowClearwater, FL2026-11-02
Flagship Harbor Advisors, LLC
15,631$857.8K0.0%ETFMediumBoston, MA2026-10-26
Kestra Advisory Services, LLC
15,250$836.9K0.0%CoreLowAustin, TX2026-11-02
Koshinski Asset Management, Inc.
14,170$777.7K0.0%ETFLowDecatur, IL2026-10-29
Bond & Devick Financial Network, Inc.
13,561$744.2K0.2%ETFVery LowSt. Louis Park, MN2026-10-23
GreatBanc Trust Co
12,150$666.8K0.4%ETFLowLisle, IL2026-11-04
SteelPeak Wealth, LLC
11,616$637.5K0.0%GrowthHighWoodland Hills, CA2026-10-16
Accurate Wealth Management, LLC
10,699$602.9K0.1%CoreMediumWesley Chapel, FL2026-10-20
Creative Planning
10,505$576.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Allspring Global Investments Holdings, LLC
9,850$543.5K0.0%CoreMediumCharlotte, NC2026-11-04
WBH Advisory Inc
9,007$494.3K0.0%ETFLowBaltimore, MD2026-11-05
Prospera Financial Services Inc
7,909$461.8K0.0%CoreMediumDallas, TX2026-11-04
Summit Wealth Group LLC / Co
7,142$392.0K0.0%ETFHighColorado Springs, CO2026-10-29
Carret Asset Management, LLC
6,500$356.7K0.0%CoreVery LowNew York, NY2026-11-04
Caldwell Trust Co
6,148$337.4K0.0%GrowthLowVenice, FL2026-10-30
Rodgers & Associates, LTD
5,894$323.5K0.0%ETFVery LowLancaster, PA2026-10-20
Private Trust Co NA
5,866$321.9K0.0%CoreLowCleveland, OH2026-10-20
Sovran Advisors, LLC
5,782$339.1K0.0%ETFMediumSan Diego, CA2026-11-02
CPC Advisors, LLC
5,545$304.3K0.0%ETFMediumAtlanta, GA2026-10-21
Financial Guidance Group, Inc.
5,120$281.0K0.1%ETFVery LowPalm Harbor, FL2026-10-21
Wealth Enhancement Advisory Services, LLC
5,120$286.0K0.0%CoreLowPlymouth, MN2026-10-13
Connecticut Wealth Management, LLC
5,000$274.4K0.0%ETFLowFarmington, CT2026-10-13
Revisor Wealth Management LLC
4,664$265.7K0.1%CoreLowAkron, OH2026-10-20
Retireful, LLC
4,661$255.8K0.2%GrowthVery HighHaslett, MI2026-10-09
Briaud Financial Planning Inc
4,574$251.0K0.1%ETFLowCollege Station, TX2026-10-20
Financial Council, LLC
4,414$242.2K0.1%ETFVery LowTowson, MD2026-11-02
Modera Wealth Management, LLC
4,355$239.0K0.0%ETFVery LowWestwood, NJ2026-10-28
HB Wealth Management, LLC
4,235$232.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
3,786$207.8K0.0%IndexLowSan Francisco, CA2026-10-08
Capital Investment Advisory Services, LLC
1,950$107.0K0.0%CoreMediumRaleigh, NC2026-10-30
AlphaCore Capital LLC
1,937$106.3K0.0%ETFLowLa Jolla, CA2026-11-04
Lanark Financial, Inc.
1,650$90.6K0.0%CoreMediumBirmingham, AL2026-10-26
Ashton Thomas Private Wealth, LLC
1,430$78.5K0.0%CoreMediumScottsdale, AZ2026-11-03
American Capital Advisory, LLC
1,358$74.5K0.0%ETFLowKetchum, ID2026-10-28
Tsfg, LLC
1,234$680.0%ETFLowLake Forest, IL2026-10-23
Assetmark, Inc
1,111$61.0K0.0%ETFLowConcord, CA2026-10-21
City Holding Co
1,044$57.3K0.0%CoreLowCharleston, WV2026-10-19
Advanced Asset Management Advisors Inc
690$37.9K0.0%CoreVery LowDublin, OH2026-10-20
Next Level Wealth Planning, LLC
680$37.3K0.0%ETFVery LowMeridian, ID2026-10-29
Spire Wealth Management
641$35.2K0.0%GrowthMediumMclean, VA2026-10-30
Golden State Wealth Management, LLC
591$32.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Beacon Investment Advisory Services, Inc.
225$12.3K0.0%GrowthLowMorristown, NJ2026-10-13
Parallel Advisors, LLC
200$11.0K0.0%IndexLowSan Francisco, CA2026-11-03
Capital Investment Counsel, Inc
200$11.0K0.0%GrowthVery LowRaleigh, NC2026-10-20
Compass Financial Management LLC
112$6.2K0.0%CoreN/ATampa, FL2026-10-30
Bfsg, LLC
78$4.3K0.0%CoreLowIrvine, CA2026-10-30
Blue Trust, Inc.
38$2.1K0.0%ETFLowBrentwood, TN2026-10-15
Wagner Wealth Management, LLC
17$9330.0%ETFLowGreenville, SC2026-10-21