Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Cambridge Investment Research Advisors’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 		$3.07M Buy
55,423
+320
+0.6% +$17.3K 0.01% 1360
2026
Q1 		$2.81M Sell
55,103
-782
-1% -$41.1K 0.01% 1325
2025
Q4 		$2.88M Buy
55,885
+170
+0.3% +$8.7K 0.01% 1242
2025
Q3 		$2.83M Buy
55,715
+1,080
+2% +$53.3K 0.01% 1247
2025
Q2 		$2.63M Buy
54,635
+2,743
+5% +$125K 0.01% 1225
2025
Q1 		$2.38M Buy
51,892
+5,904
+13% +$276K 0.01% 1230
2024
Q4 		$2.11M Buy
45,988
+7,707
+20% +$361K 0.01% 1322
2024
Q3 		$1.78M Buy
38,281
+7,712
+25% +$344K 0.01% 1440
2024
Q2 		$1.3M Sell
30,569
-122
-0.4% -$5.13K ﹤0.01% 1587
2024
Q1 		$1.31M Sell
30,691
-2,868
-9% -$118K 0.01% 1551
2023
Q4 		$1.34M Sell
33,559
-4,200
-11% -$158K 0.01% 1459
2023
Q3 		$1.38M Sell
37,759
-6,627
-15% -$253K 0.01% 1366
2023
Q2 		$1.7M Sell
44,386
-4,945
-10% -$183K 0.01% 1269
2023
Q1 		$1.81M Sell
49,331
-12,221
-20% -$447K 0.01% 1187
2022
Q4 		$2.25M Buy
61,552
+24,197
+65% +$865K 0.01% 1015
2022
Q3 		$1.21M Buy
37,355
+3,028
+9% +$108K 0.01% 1344
2022
Q2 		$1.19M Buy
34,327
+2,678
+8% +$97.8K 0.01% 1350
2022
Q1 		$1.22M Buy
31,649
+734
+2% +$28K 0.01% 1436
2021
Q4 		$1.23M Buy
30,915
+3,360
+12% +$129K 0.01% 1441
2021
Q3 		$991K Buy
27,555
+20
+0.1% +$742 ﹤0.01% 1526
2021
Q2 		$999K Buy
27,535
+628
+2% +$22.6K ﹤0.01% 1534
2021
Q1 		$931K Buy
26,907
+333
+1% +$11.1K 0.01% 1472
2020
Q4 		$874K Buy
26,574
+10,265
+63% +$327K 0.01% 1398
2020
Q3 		$494K Sell
16,309
-1,498
-8% -$44.8K ﹤0.01% 1605
2020
Q2 		$502K Sell
17,807
-3
-0% -$82 ﹤0.01% 1553
2020
Q1 		$439K Sell
17,810
-1,728
-9% -$50.2K ﹤0.01% 1440
2019
Q4 		$600K Sell
19,538
-654
-3% -$19.5K ﹤0.01% 1464
2019
Q3 		$597K Buy
20,192
+1,166
+6% +$34K 0.01% 1383
2019
Q2 		$546K Buy
19,026
+1,510
+9% +$42.5K 0.01% 1370
2019
Q1 		$484K Sell
17,516
-274
-2% -$7.26K ﹤0.01% 1502
2018
Q4 		$439K Buy
+17,790
New +$468K ﹤0.01% 1401
2017
Q2 		– Sell
-32,741
Closed -$778K – 1970
2017
Q1 		$778K Buy
32,741
+5,645
+21% +$133K 0.01% 851
2016
Q4 		$620K Buy
27,096
+4,305
+19% +$97.1K 0.01% 911
2016
Q3 		$516K Buy
22,791
+11,876
+109% +$272K 0.01% 1016
2016
Q2 		$247K Buy
+10,915
New +$240K 0.01% 1278

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

Cambridge Investment Research Advisors's PFM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco Dividend Achievers ETF (PFM) stake by 0.58% in Q2 2026, buying an estimated $17.3K and bringing the position to 55,423 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #1360.

Cambridge Investment Research Advisors first reported a position in PFM in Q2 2016 and has held it in 35 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Cambridge Investment Research Advisors held 55,423 shares of Invesco Dividend Achievers ETF worth $3.07M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 320 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $17.3K.
  • Invesco Dividend Achievers ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1360 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco Dividend Achievers ETF in Q2 2016 and has held it in 35 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.