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Disclosery

PFM INVESCO EXCHANGE TRADED FD T

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DIVID ACHIEVEV (fund)

133 managers (133 13F filers) reported a position in PFM shares at 2024-12-31, 8,489,610 shares in all. 15 filers opened a position and 9 filers sold out during the quarter.

Managers
133
13F filers
133
New
15
Added
41
Reduced
38
Sold out
9
Shares held by filers
8,489,610

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,596,507$73.2M0.03%-439,89313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC832,844$38.2M0.01%13F-HR/ATimelineGroup
Flaharty Asset Management, LLC798,646$36.6M5.35%-21,26813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY682,880$31.3M<0.01%+14,91813F-HR/ATimelineGroup
Clearstead Advisors, LLC439,631$20.2M0.31%+4,79113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN391,719$18M<0.01%+10,08713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/269,886$12.4M<0.01%-1,52813F-HRTimelineGroup
Atria Wealth Solutions, Inc.232,598$10.7M0.12%+8,75813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA125,230$5.74M<0.01%-3,48013F-HRTimelineGroup
Atlas Private Wealth Advisors119,221$5.47M0.78%-8,76113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…119,075$5.46M0.11%+38313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC114,645$5.26M<0.01%+5,19113F-HRTimelineGroup
Focus Financial Network, Inc.112,528$5.16M0.21%-4,44913F-HRTimeline
Wealthspire Retirement, LLC111,322$5.11M0.4%-80013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC108,476$4.97M<0.01%+105,49913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…107,217$4.92M0.01%-56313F-HRTimelineGroup
CHOREO, LLC107,006$4.91M0.07%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC94,206$4.32M0.01%+4,17313F-HRTimeline
UBS Group AGin group UBS Group AG91,295$4.19M<0.01%+2,08213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.86,335$3.96M0.06%-40,63313F-HRTimelineGroup
Arrow Investment Advisors, LLC82,446$3.84M3.57%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.79,366$3.64M0.01%+4,10913F-HRTimelineGroup
Cetera Investment Advisers76,556$3.51M0.01%+15213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP68,178$3.13M<0.01%+41,51413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC67,547$3.1M0.01%+4,47313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC63,008$2.89M0.01%+4,26713F-HRTimeline
TD Waterhouse Canada Inc.62,060$2.85M0.02%+2,13613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC58,549$2.69M0.08%-89813F-HRTimelineGroup
SteelPeak Wealth, LLC56,947$2.61M0.11%+39,66413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…56,346$2.58M0.93%+3,69213F-HRTimeline
NESTEGG ADVISORS, INC.50,907$2.42M2.44%13F-HRTimeline
Waverly Advisors, LLC50,756$2.33M0.04%-5,32113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,444$2.31M0.02%-1,09513F-HRTimelineGroup
Dorsey Wright & Associates49,531$2.27M0.54%-49813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,227$2.21M<0.01%-1,60713F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…45,988$2.11M0.01%+7,70713F-HRTimeline
Steward Partners Investment Advisory, L…43,118$1.98M0.02%+75613F-HRTimeline
Everstar Asset Management, LLC42,021$1.93M1.36%+56813F-HRTimeline
Institute for Wealth Management, LLC.40,300$1.85M0.23%-18013F-HRTimeline
MAI Capital Management38,837$1.78M0.01%+8213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.37,538$1.72M0.01%+1,29613F-HRTimeline
HighTower Advisors, LLC37,054$1.7M<0.01%-59713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,708$1.64M<0.01%-1,09013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.31,090$1.43M0.06%-1,04113F-HRTimeline
Private Advisor Group, LLC29,393$1.35M0.01%-2,66313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,196$1.25M<0.01%new13F-HRTimelineGroup
Strategies Wealth Advisors, LLC23,424$1.12M0.14%+1413F-HRTimeline
Composition Wealth, LLC23,773$1.09M0.02%new13F-HRTimeline
Fort Point Capital Partners LLC22,870$1.05M0.12%+1713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,153$924K<0.01%-10213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC20,119$923K0.03%+6,68013F-HRTimeline
Integrated Wealth Concepts LLC19,434$891K0.01%-51513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,872$865K<0.01%+60613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC18,191$834K0.04%-26413F-HRTimeline
CFS Investment Advisory Services, LLC17,174$788K0.07%+1,57113F-HRTimeline
Hilton Capital Management, LLC17,125$785K0.07%new13F-HRTimeline
HTLF Bank16,000$734K0.08%013F-HRTimeline
Koshinski Asset Management, Inc.14,170$650K0.06%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,797$633K<0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,797$633K<0.01%-21413F-HRTimelineGroup
Bond & Devick Financial Network, Inc.13,561$631K0.27%013F-HRTimeline
Florida Trust Wealth Management Co13,208$606K0.02%-20013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,915$592K<0.01%013F-HR/ATimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC12,191$559K<0.01%013F-HRTimelineGroup
WBH ADVISORY INC11,673$535K0.05%-60513F-HRTimeline
VestGen Investment Management11,622$533K0.15%-39913F-HRTimeline
Advisory Services Network, LLC11,061$507K0.01%-1,16813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,600$486K<0.01%+1,29113F-HR/ATimeline
Retireful, LLC9,905$454K0.26%013F-HRTimeline
Creative Planningin group Creative Planning9,234$423K<0.01%+1113F-HRTimelineGroup
EP Wealth Advisors, LLC9,071$416K<0.01%-1,44413F-HRTimeline
Aptus Capital Advisors, LLC9,040$415K<0.01%013F-HRTimeline
NewEdge Advisors, LLC9,030$414K<0.01%+29913F-HRTimeline
IBEX WEALTH ADVISORS8,597$394K0.05%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co8,347$383K<0.01%-7613F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC8,143$373K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC8,127$373K<0.01%+81513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,954$365K<0.01%-4,87313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,816$358K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,292$334K<0.01%+1713F-HRTimelineGroup
PRIVATE TRUST CO NA6,865$315K0.03%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,705$307K<0.01%-1,25813F-HRTimeline
CPC Advisors, LLC6,694$307K0.04%new13F-HRTimeline
PMG Wealth Management, Inc.6,685$307K0.28%13F-HRTimeline
TOWNSQUARE CAPITAL LLC6,601$303K<0.01%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.6,400$294K<0.01%013F-HRTimeline
IHT Wealth Management, LLC6,222$285K0.01%new13F-HRTimeline
Caldwell Trust Co6,148$282K0.03%013F-HRTimeline
Good Life Advisors, LLC6,139$282K0.02%-5,75913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,025$276K<0.01%-13,84713F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC6,000$275K0.03%013F-HRTimeline
Rodgers & Associates, LTD5,894$270K0.03%013F-HRTimeline
Genesis Wealth Advisors, LLC5,864$269K0.23%13F-HRTimeline
Northwest Financial Advisors5,471$251K0.21%013F-HRTimeline
XML Financial, LLC5,317$244K0.02%-61713F-HRTimeline
FMR LLCin group FMR LLC5,303$243K<0.01%+52913F-HRTimelineGroup
Financial Guidance Group, Inc.5,120$235K0.13%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,900$225K0.02%013F-HRTimelineGroup
Independent Advisor Alliance4,816$221K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,657$214K<0.01%+3,48913F-HRTimelineGroup
Modera Wealth Management, LLC4,495$206K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,991$183K0.01%013F-HRTimeline
COMERICA BANK3,297$151K<0.01%+12313F-HR/ATimeline
Allworth Financial LP2,601$123K<0.01%-1,66513F-HRTimeline
Nova Wealth Management, Inc.2,649$121K0.11%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,520$116K0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,151$98.6K0.01%13F-HRTimeline
Capital Investment Advisory Services, L…1,950$89.4K0.01%-1,10813F-HRTimeline
Private Wealth Management Group, LLC1,619$74.3K0.03%new13F-HRTimeline
Founders Financial Alliance, LLC1,520$69.7K0.02%013F-HRTimeline
Geneos Wealth Management Inc.1,425$65.4K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc1,380$63.3K0.02%013F-HRTimeline
American Capital Advisory, LLC1,358$62.3K0.03%013F-HRTimeline
AE Wealth Management LLC1,297$59.5K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,200$55K<0.01%new13F-HRTimelineGroup
TSFG, LLC1,203$55K0.01%+513F-HRTimeline
Federation des caisses Desjardins du Qu…1,175$53.9K<0.01%013F-HRTimeline
Tidemark, LLC1,085$49.8K0.02%+813F-HRTimeline
HARBOUR INVESTMENTS, INC.1,033$47.4K<0.01%+413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…700$33K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management674$30.9K<0.01%+213F-HRTimelineGroup
WEBSTER BANK, N. A.570$26.1K<0.01%013F-HRTimeline
LGT Financial Advisors LLC500$22.9K0.05%013F-HRTimeline
Coppell Advisory Solutions LLC500$22.9K<0.01%013F-HRTimeline
PFS Partners, LLC498$22.8K0.01%+213F-HRTimeline
CWM, LLCin group CWM, LLC436$20K<0.01%-11613F-HRTimelineGroup
Parallel Advisors, LLC369$16.9K<0.01%+113F-HRTimeline
Heritage Wealth Advisors350$16.1K<0.01%new13F-HRTimeline
Capital Investment Counsel, Inc345$15.8K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC204$9.36K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC18$825<0.01%new13F-HRTimeline
Global Retirement Partners, LLC6$275<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1$750.01%-1,64913F-HRTimeline