Baird Financial Group
PFM icon

Baird Financial Group’s Invesco Dividend Achievers ETF PFM Stock Holding History

Baird Financial Group’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
Q2 		$4.77M Sell
85,974
-733
-0.8% -$39.7K 0.01% 805
2026
Q1 		$4.43M Sell
86,707
-267
-0.3% -$14.1K 0.01% 767
2025
Q4 		$4.48M Buy
86,974
+1,445
+2% +$74K 0.01% 768
2025
Q3 		$4.34M Buy
85,529
+591
+0.7% +$29.2K 0.01% 786
2025
Q2 		$4.09M Sell
84,938
-2,258
-3% -$103K 0.01% 779
2025
Q1 		$3.99M Buy
87,196
+7,830
+10% +$366K 0.01% 753
2024
Q4 		$3.64M Buy
79,366
+4,109
+5% +$193K 0.01% 784
2024
Q3 		$3.5M Buy
75,257
+742
+1% +$33.1K 0.01% 795
2024
Q2 		$3.18M Buy
74,515
+5,896
+9% +$248K 0.01% 813
2024
Q1 		$2.92M Buy
68,619
+4,180
+6% +$171K 0.01% 835
2023
Q4 		$2.57M Buy
64,439
+78
+0.1% +$2.94K 0.01% 859
2023
Q3 		$2.35M Buy
64,361
+4,924
+8% +$188K 0.01% 853
2023
Q2 		$2.27M Buy
59,437
+10,752
+22% +$398K 0.01% 874
2023
Q1 		$1.78M Buy
48,685
+2,753
+6% +$101K ﹤0.01% 918
2022
Q4 		$1.68M Buy
45,932
+1,226
+3% +$43.8K ﹤0.01% 931
2022
Q3 		$1.45M Buy
44,706
+1,395
+3% +$49.6K ﹤0.01% 947
2022
Q2 		$1.5M Buy
43,311
+6,788
+19% +$248K ﹤0.01% 952
2022
Q1 		$1.4M Buy
36,523
+4,508
+14% +$172K ﹤0.01% 1013
2021
Q4 		$1.27M Buy
32,015
+3,601
+13% +$138K ﹤0.01% 1110
2021
Q3 		$1.02M Buy
28,414
+2,259
+9% +$83.9K ﹤0.01% 1192
2021
Q2 		$949K Buy
26,155
+1,750
+7% +$63.1K ﹤0.01% 1202
2021
Q1 		$844K Sell
24,405
-145,683
-86% -$4.86M ﹤0.01% 1189
2020
Q4 		$5.59M Buy
170,088
+16,885
+11% +$537K 0.02% 517
2020
Q3 		$4.64M Buy
153,203
+42,145
+38% +$1.26M 0.02% 505
2020
Q2 		$3.13M Buy
111,058
+94,283
+562% +$2.58M 0.01% 602
2020
Q1 		$414K Sell
16,775
-838
-5% -$24.3K ﹤0.01% 1113
2019
Q4 		$541K Buy
17,613
+628
+4% +$18.8K ﹤0.01% 1153
2019
Q3 		$502K Buy
16,985
+293
+2% +$8.54K ﹤0.01% 1172
2019
Q2 		$479K Buy
16,692
+1,338
+9% +$37.6K ﹤0.01% 1207
2019
Q1 		$425K Buy
15,354
+2,821
+23% +$74.7K ﹤0.01% 1067
2018
Q4 		$310K Buy
+12,533
New +$330K ﹤0.01% 1106

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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Baird Financial Group's PFM Position: Q2 2026 in Review

Baird Financial Group reduced its Invesco Dividend Achievers ETF (PFM) stake by 0.85% in Q2 2026, selling an estimated $39.7K and leaving 85,974 shares worth $4.77M. The position accounts for 0.01% of the portfolio, ranked #805.

Baird Financial Group first reported a position in PFM in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.59M in Q4 2020. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Baird Financial Group held 85,974 shares of Invesco Dividend Achievers ETF worth $4.77M as of Q2 2026.
  • Baird Financial Group sold 733 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $39.7K.
  • Invesco Dividend Achievers ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #805 holding.
  • Baird Financial Group first reported a position in Invesco Dividend Achievers ETF in Q4 2018 and has held it in 31 quarters since.
  • Baird Financial Group's Invesco Dividend Achievers ETF position peaked at $5.59M in Q4 2020.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.