Ameriprise
PFM icon

Ameriprise’s Invesco Dividend Achievers ETF PFM Stock Holding History

Ameriprise’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,592
Closed -$906K – 4187
2025
Q4 		$906K Sell
17,592
-741
-4% -$37.9K ﹤0.01% 3383
2025
Q3 		$930K Sell
18,333
-858
-4% -$42.4K ﹤0.01% 3399
2025
Q2 		$924K Sell
19,191
-491
-2% -$22.4K ﹤0.01% 3302
2025
Q1 		$901K Sell
19,682
-7,514
-28% -$351K ﹤0.01% 3250
2024
Q4 		$1.25M Buy
+27,196
New +$1.27M ﹤0.01% 3148
2022
Q3 		– Sell
-6,183
Closed -$213K – 4015
2022
Q2 		$213K Sell
6,183
-3,423
-36% -$125K ﹤0.01% 3676
2022
Q1 		$369K Buy
+9,606
New +$366K ﹤0.01% 3578
2018
Q4 		– Sell
-503
Closed -$13.8M – 3743
2018
Q3 		$13.8M Buy
+503
New +$13.5K ﹤0.01% 1604
2017
Q3 		– Sell
-31,438
Closed -$757K – 3736
2017
Q2 		$757K Buy
31,438
+1,265
+4% +$30.4K ﹤0.01% 3070
2017
Q1 		$716K Buy
30,173
+1,982
+7% +$46.5K ﹤0.01% 3049
2016
Q4 		$645K Buy
28,191
+933
+3% +$21K ﹤0.01% 3178
2016
Q3 		$618K Sell
27,258
-6,841
-20% -$156K ﹤0.01% 3098
2016
Q2 		$772K Sell
34,099
-10,658
-24% -$234K ﹤0.01% 2992
2016
Q1 		$974K Buy
44,757
+341
+0.8% +$6.99K ﹤0.01% 2855
2015
Q4 		$913K Buy
44,416
+6,650
+18% +$137K ﹤0.01% 3002
2015
Q3 		$734K Buy
37,766
+2,198
+6% +$44.7K ﹤0.01% 3106
2015
Q2 		$738K Buy
35,568
+2,888
+9% +$61.8K ﹤0.01% 3269
2015
Q1 		$696K Buy
32,680
+9,232
+39% +$199K ﹤0.01% 3081
2014
Q4 		$509K Buy
23,448
+2,684
+13% +$57.1K ﹤0.01% 3114
2014
Q3 		$433K Buy
20,764
+440
+2% +$9.23K ﹤0.01% 3089
2014
Q2 		$454K Sell
20,324
-399
-2% -$8.2K ﹤0.01% 3021
2014
Q1 		$417K Buy
20,723
+4,653
+29% +$91K ﹤0.01% 3013
2013
Q4 		$320K Sell
16,070
-6,974
-30% -$135K ﹤0.01% 2993
2013
Q3 		$427K Buy
23,044
+2,324
+11% +$43.3K ﹤0.01% 2936
2013
Q2 		$373K Buy
+20,720
New +$380K ﹤0.01% 2891

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Ameriprise's PFM Position: Q1 2026 in Review

Ameriprise sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2026, closing a stake of 17,592 shares — an estimated $906K sold.

Ameriprise first reported a position in PFM in Q2 2013 and held it in 25 quarters. The position peaked at $13.8M in Q3 2018. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

  • Ameriprise reported no remaining Invesco Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
  • Ameriprise sold 17,592 Invesco Dividend Achievers ETF shares in Q1 2026, an estimated $906K.
  • Ameriprise first reported a position in Invesco Dividend Achievers ETF in Q2 2013 and held it in 25 quarters.
  • Ameriprise's Invesco Dividend Achievers ETF position peaked at $13.8M in Q3 2018.
  • 135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.