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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 2025-03-31, 8,242,208 shares in all. 11 filers opened a position and 9 filers sold out during the quarter.

Managers
133
13F filers
133
New
11
Added
52
Reduced
38
Sold out
9
Shares held by filers
8,242,208

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,664,500$76.2M0.03%+67,99313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC842,683$38.6M0.01%+9,83913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY669,914$30.7M<0.01%-12,96613F-HRTimelineGroup
Flaharty Asset Management, LLC472,349$21.6M3.12%-326,29713F-HRTimeline
Clearstead Advisors, LLC431,127$19.7M0.31%-8,50413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN428,726$19.6M<0.01%+37,00713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/274,405$12.6M<0.01%+4,51913F-HRTimelineGroup
Atria Wealth Solutions, Inc.235,612$10.8M0.13%+3,01413F-HRTimeline
SteelPeak Wealth, LLC152,414$6.98M0.3%+95,46713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA123,167$5.64M<0.01%-2,06313F-HR/ATimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…119,460$5.47M0.11%+38513F-HRTimelineGroup
Wealthspire Retirement, LLC115,308$5.28M0.42%+3,98613F-HRTimeline
Focus Financial Network, Inc.112,919$5.17M0.21%+39113F-HRTimeline
Atlas Private Wealth Advisors109,931$5.03M0.7%-9,29013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP110,122$4.99M<0.01%+41,94413F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…106,360$4.87M0.01%-85713F-HRTimelineGroup
CHOREO, LLC105,521$4.83M0.07%-1,48513F-HRTimeline
UBS Group AGin group UBS Group AG102,205$4.68M<0.01%+10,91013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC89,866$4.11M0.01%-4,34013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.87,196$3.99M0.01%+7,83013F-HRTimelineGroup
Cetera Investment Advisers77,654$3.55M0.01%+1,09813F-HRTimeline
Arrow Investment Advisors, LLC76,005$3.48M3.68%-6,44113F-HRTimeline
TD Waterhouse Canada Inc.69,571$3.18M0.03%+7,51113F-HRTimeline
Mariner, LLCin group Mariner, LLC67,079$3.07M0.01%-46813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC64,119$2.94M0.01%+1,11113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC63,466$2.91M0.09%+4,91713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,264$2.85M<0.01%-52,38113F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…55,214$2.53M0.96%-1,13213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,097$2.39M0.01%+3,87013F-HRTimelineGroup
NESTEGG ADVISORS, INC.52,064$2.38M2.53%+1,15713F-HRTimeline
Cambridge Investment Research Advisors,…51,892$2.38M0.01%+5,90413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,578$2.36M0.02%+1,13413F-HRTimelineGroup
Everstar Asset Management, LLC51,113$2.34M1.55%+9,09213F-HR/ATimeline
Waverly Advisors, LLC50,277$2.3M0.03%-47913F-HRTimeline
Dorsey Wright & Associates48,361$2.21M0.56%-1,17013F-HRTimeline
Steward Partners Investment Advisory, L…43,810$2.01M0.02%+69213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,768$1.87M<0.01%+5,06013F-HRTimelineGroup
Institute for Wealth Management, LLC.40,300$1.84M0.24%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.38,631$1.77M0.01%+1,09313F-HRTimeline
MAI Capital Management38,615$1.77M0.01%-22213F-HRTimeline
HighTower Advisors, LLC36,562$1.67M<0.01%-49213F-HRTimeline
J.W. COLE ADVISORS, INC.34,145$1.56M0.05%+3,05513F-HRTimeline
Private Advisor Group, LLC30,396$1.39M0.01%+1,00313F-HRTimeline
Strategies Wealth Advisors, LLC23,439$1.07M0.13%+1513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp23,411$1.07M<0.01%+9,61413F-HRTimelineGroup
Composition Wealth, LLC23,130$1.06M0.02%-64313F-HRTimeline
Fort Point Capital Partners LLC22,888$1.05M0.12%+1813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,911$1M0.02%-64,42413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,955$959K<0.01%+2,08313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC20,439$936K0.03%+32013F-HRTimeline
Hilton Capital Management, LLC20,056$918K0.08%+2,93113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,682$901K<0.01%-7,51413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,509$893K<0.01%-64413F-HRTimelineGroup
CFS Investment Advisory Services, LLC18,485$846K0.08%+1,31113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC17,218$788K0.04%-97313F-HRTimeline
Truvestments Capital LLC16,736$766K0.17%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,224$743K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC15,615$715K<0.01%+10,31213F-HRTimelineGroup
Merit Financial Group, LLC14,939$684K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.14,170$649K0.06%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,991$641K<0.01%+19413F-HRTimeline
Bond & Devick Financial Network, Inc.13,561$621K0.23%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,915$591K<0.01%013F-HRTimelineGroup
Florida Trust Wealth Management Co12,558$575K0.02%-65013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,191$558K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC11,776$539K0.01%+71513F-HRTimeline
WBH ADVISORY INC11,220$514K0.05%-45313F-HRTimeline
VestGen Investment Management10,364$474K0.36%-1,25813F-HRTimeline
Creative Planningin group Creative Planning9,245$423K<0.01%+1113F-HRTimelineGroup
EP Wealth Advisors, LLC9,071$415K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC9,040$414K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,838$405K<0.01%+1,02213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,646$396K<0.01%-1,95413F-HRTimeline
CW Advisors, LLC8,588$393K<0.01%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co8,347$382K<0.01%013F-HR/ATimelineGroup
Brown Miller Wealth Management, LLC8,165$374K0.13%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC8,165$374K0.01%+2213F-HRTimeline
Janney Montgomery Scott LLC8,129$372K<0.01%+213F-HRTimeline
Connecticut Wealth Management, LLC8,025$367K0.02%new13F-HRTimeline
NewEdge Advisors, LLC7,710$353K<0.01%-1,32013F-HRTimeline
IHT Wealth Management, LLC7,702$353K0.01%+1,48013F-HRTimeline
TOWNSQUARE CAPITAL LLC7,606$348K<0.01%+1,00513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,309$335K<0.01%+1713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,927$317K<0.01%-1,02713F-HRTimelineGroup
PMG Wealth Management, Inc.6,685$306K0.33%013F-HRTimeline
PRIVATE TRUST CO NA6,442$295K0.03%-42313F-HRTimeline
FIRST MANHATTAN CO. LLC.6,400$293K<0.01%013F-HRTimeline
Good Life Advisors, LLC6,329$290K0.02%+19013F-HRTimeline
Caldwell Trust Co6,148$281K0.03%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,000$275K0.03%013F-HRTimeline
Rodgers & Associates, LTD5,894$270K0.03%013F-HRTimeline
Northwest Financial Advisors5,471$250K0.21%013F-HRTimeline
XML Financial, LLC5,334$244K0.02%+1713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,191$238K<0.01%-1,51413F-HRTimeline
Integrated Wealth Concepts LLC5,154$236K<0.01%-14,28013F-HRTimeline
Financial Guidance Group, Inc.5,120$234K0.13%013F-HRTimeline
Genesis Wealth Advisors, LLC4,920$225K0.18%-94413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,900$224K0.02%013F-HRTimelineGroup
Revisor Wealth Management LLC4,664$214K0.09%new13F-HRTimeline
Modera Wealth Management, LLC4,495$206K<0.01%013F-HRTimeline
Gibbs Wealth Management4,403$202K0.05%new13F-HRTimeline
Farther Finance Advisors, LLC3,991$182K<0.01%013F-HRTimeline
COMERICA BANK3,297$151K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,977$136K<0.01%-105,49913F-HRTimelineGroup
Nova Wealth Management, Inc.2,529$116K0.1%-12013F-HR/ATimeline
Allworth Financial LP2,603$116K<0.01%+213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,520$115K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,417$111K<0.01%-2,24013F-HRTimelineGroup
Capital Investment Advisory Services, L…1,950$89.3K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,861$85.2K0.01%-29013F-HR/ATimeline
LANARK FINANCIAL, INC.1,650$75K0.01%+1,64913F-HRTimeline
Founders Financial Alliance, LLC1,520$69.6K0.02%013F-HRTimeline
Geneos Wealth Management Inc.1,425$65.2K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc1,380$63.2K0.02%013F-HRTimeline
American Capital Advisory, LLC1,358$62.2K0.03%013F-HRTimeline
TSFG, LLC1,208$55K0.01%+513F-HRTimeline
Tidemark, LLC1,181$54.1K0.02%+9613F-HRTimeline
Federation des caisses Desjardins du Qu…1,175$53.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,037$47.5K<0.01%+413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management676$31K<0.01%+213F-HRTimelineGroup
WEBSTER BANK, N. A.570$26.1K<0.01%013F-HRTimeline
LGT Financial Advisors LLC500$22.9K0.07%013F-HRTimeline
CWM, LLCin group CWM, LLC436$20K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC371$17K<0.01%+213F-HRTimeline
Biltmore Family Office, LLC352$16.1K<0.01%new13F-HRTimeline
Capital Investment Counsel, Inc345$15.8K<0.01%013F-HRTimeline
PFS Partners, LLC238$10.9K0.01%-26013F-HRTimeline
Iron Horse Wealth Management, LLC204$9.34K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC160$7.33K0.01%new13F-HRTimeline
AE Wealth Management LLC30$1.37K<0.01%-1,26713F-HRTimeline
Wagner Wealth Management, LLC18$824<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…17$778<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-70013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.