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Disclosery

PFM INVESCO EXCHANGE TRADED FD T

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DIVID ACHIEVEV (fund)

129 managers (129 13F filers) reported a position in PFM shares at 2025-06-30, 7,862,665 shares in all. 8 filers opened a position and 13 filers sold out during the quarter.

Managers
129
13F filers
129
New
8
Added
41
Reduced
47
Sold out
13
Shares held by filers
7,862,665

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC1,967,217$94.8M0.03%+302,71713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC846,279$40.8M0.01%+3,59613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY721,560$34.8M<0.01%+51,64613F-HRTimelineGroup
Flaharty Asset Management, LLC492,624$23.7M3.25%+20,27513F-HR/ATimeline
Clearstead Advisors, LLC426,266$20.5M0.29%-4,86113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/273,553$13.2M<0.01%-85213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN203,096$9.78M<0.01%-225,63013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP139,855$6.68M0.01%+29,73313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA121,712$5.86M<0.01%-1,45513F-HR/ATimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…119,377$5.75M0.09%-8313F-HRTimelineGroup
Wealthspire Retirement, LLC114,808$5.53M0.37%-50013F-HRTimeline
Focus Financial Network, Inc.113,378$5.46M0.22%+45913F-HRTimeline
CHOREO, LLC105,410$5.08M0.07%-11113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…105,334$5.07M0.01%-1,02613F-HR/ATimelineGroup
Atlas Private Wealth Advisors97,911$4.72M0.61%-12,02013F-HRTimeline
TD Waterhouse Canada Inc.95,087$4.61M0.03%+25,51613F-HRTimeline
UBS Group AGin group UBS Group AG95,577$4.6M<0.01%-6,62813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC85,698$4.13M0.01%-4,16813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.84,938$4.09M0.01%-2,25813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC69,363$3.34M0.09%+5,89713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC67,889$3.27M<0.01%+81013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC66,062$3.18M0.01%+1,94313F-HRTimeline
Cambridge Investment Research Advisors,…54,635$2.63M0.01%+2,74313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,541$2.63M<0.01%+2,44413F-HR/ATimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…54,293$2.62M0.94%-92113F-HRTimeline
Cetera Investment Advisers53,841$2.59M<0.01%-23,81313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,110$2.56M0.02%+1,53213F-HRTimelineGroup
Everstar Asset Management, LLC52,969$2.55M1.56%+1,85613F-HRTimeline
NESTEGG ADVISORS, INC.51,325$2.47M2.38%-73913F-HRTimeline
Waverly Advisors, LLC48,146$2.32M0.03%-2,13113F-HRTimeline
Private Advisor Group, LLC47,373$2.28M0.01%+16,97713F-HRTimeline
Steward Partners Investment Advisory, L…45,402$2.19M0.02%+1,59213F-HRTimeline
Institute for Wealth Management, LLC.40,030$1.93M0.22%-27013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,665$1.91M<0.01%-1,10313F-HRTimelineGroup
MAI Capital Management38,309$1.85M0.01%-30613F-HRTimeline
HighTower Advisors, LLC36,301$1.75M<0.01%-26113F-HRTimeline
Merit Financial Group, LLC35,778$1.72M0.02%+20,83913F-HRTimeline
J.W. COLE ADVISORS, INC.34,346$1.65M0.04%+20113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.32,700$1.58M0.01%-5,93113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp30,306$1.46M<0.01%+6,89513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,580$1.28M<0.01%new13F-HRTimelineGroup
Strategies Wealth Advisors, LLC23,454$1.13M0.12%+1513F-HRTimeline
Composition Wealth, LLC23,066$1.11M0.02%-6413F-HRTimeline
Fort Point Capital Partners LLC22,946$1.11M0.11%+5813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,300$1.03M<0.01%+34513F-HRTimelineGroup
CFS Investment Advisory Services, LLC20,403$983K0.08%+1,91813F-HRTimeline
Hilton Capital Management, LLC20,056$966K0.08%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,706$949K0.03%-73313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,191$924K<0.01%-49113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC17,755$855K0.04%+53713F-HRTimeline
SteelPeak Wealth, LLC17,283$833K0.03%-135,13113F-HRTimeline
Truvestments Capital LLC16,765$808K0.16%+2913F-HRTimeline
FMR LLCin group FMR LLC16,106$776K<0.01%+49113F-HRTimelineGroup
Koshinski Asset Management, Inc.14,170$683K0.05%013F-HRTimeline
Bond & Devick Financial Network, Inc.13,561$653K0.22%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,915$622K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC12,373$599K0.01%+59713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,083$582K<0.01%-10813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,888$573K0.01%-10,02313F-HRTimelineGroup
Florida Trust Wealth Management Co10,850$523K0.02%-1,70813F-HRTimeline
WBH ADVISORY INC10,461$504K0.04%-75913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,417$502K<0.01%-3,57413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,147$496K<0.01%+1,50113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,793$472K<0.01%-52,47113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,441$455K<0.01%-10,06813F-HRTimelineGroup
Creative Planningin group Creative Planning9,404$453K<0.01%+15913F-HRTimelineGroup
Aptus Capital Advisors, LLC9,040$435K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,838$426K<0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC8,754$422K0.01%+1,05213F-HRTimeline
CW Advisors, LLC8,601$414K<0.01%+1313F-HRTimeline
IBEX WEALTH ADVISORS8,461$408K0.04%new13F-HRTimeline
Janney Montgomery Scott LLC8,148$393K<0.01%+1913F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co8,101$390K<0.01%-24613F-HRTimelineGroup
EP Wealth Advisors, LLC7,631$368K<0.01%-1,44013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,327$353K<0.01%+1813F-HRTimelineGroup
Good Life Advisors, LLC7,234$348K0.02%+90513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,646$320K<0.01%-28113F-HRTimelineGroup
PMG Wealth Management, Inc.6,485$312K0.26%-20013F-HRTimeline
FIRST MANHATTAN CO. LLC.6,400$308K<0.01%013F-HRTimeline
NewEdge Advisors, LLC6,379$307K<0.01%-1,33113F-HRTimeline
Caldwell Trust Co6,148$296K0.03%013F-HRTimeline
PRIVATE TRUST CO NA6,019$290K0.03%-42313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,000$289K0.03%013F-HRTimeline
Rodgers & Associates, LTD5,894$284K0.03%013F-HRTimeline
Atria Wealth Solutions, Inc.5,594$269K0.01%-230,01813F-HRTimeline
Northwest Financial Advisors5,471$264K0.37%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,454$263K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,186$250K<0.01%-513F-HRTimeline
Financial Guidance Group, Inc.5,120$247K0.12%013F-HRTimeline
XML Financial, LLC5,056$244K0.02%-27813F-HRTimeline
Connecticut Wealth Management, LLC5,000$241K0.01%-3,02513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,900$236K0.02%013F-HRTimelineGroup
Sovran Advisors, LLC4,749$231K0.02%new13F-HRTimeline
Revisor Wealth Management LLC4,664$228K0.08%013F-HRTimeline
Integrated Wealth Concepts LLC4,646$224K<0.01%-50813F-HRTimeline
Modera Wealth Management, LLC4,495$217K<0.01%013F-HRTimeline
Haverford Trust Co4,170$201K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,991$192K<0.01%013F-HRTimeline
Briaud Financial Planning Inc3,890$187K0.07%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,977$143K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,605$125K<0.01%+213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,520$121K0.01%013F-HRTimeline
Nova Wealth Management, Inc.2,258$109K0.08%-27113F-HRTimeline
Capital Investment Advisory Services, L…1,950$93.9K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,650$79K0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,520$73.2K0.02%013F-HRTimeline
Geneos Wealth Management Inc.1,425$68.6K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc1,380$66.5K0.02%013F-HRTimeline
American Capital Advisory, LLC1,358$65.4K0.03%013F-HRTimeline
TSFG, LLC1,213$58K0.01%+513F-HRTimeline
Federation des caisses Desjardins du Qu…1,175$56.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,054$50.8K0.01%-80713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,041$50.2K<0.01%+413F-HRTimeline
Tidemark, LLC808$38.9K0.01%-37313F-HRTimeline
CWM, LLCin group CWM, LLC689$33K<0.01%+25313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management679$32.7K<0.01%+313F-HRTimelineGroup
WEBSTER BANK, N. A.570$27.5K<0.01%013F-HRTimeline
COMERICA BANK547$26.3K<0.01%-2,75013F-HRTimeline
Global Retirement Partners, LLC516$24.9K<0.01%13F-HRTimeline
LGT Financial Advisors LLC500$24.1K0.06%013F-HRTimeline
Parallel Advisors, LLC373$17.9K<0.01%+213F-HRTimeline
Biltmore Family Office, LLC352$17K<0.01%013F-HRTimeline
BFSG, LLC293$14.1K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC204$9.83K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…179$8.62K<0.01%+16213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC111$5.35K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC30$1.45K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC18$867<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.