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Cape Ann Savings Bank’s Invesco Dividend Achievers ETF PFM Stock Holding History

Cape Ann Savings Bank’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 		$847K Buy
15,266
+61
+0.4% +$3.31K 0.4% 56
2026
Q1 		$777K Hold
15,205
– – 0.39% 53
2025
Q4 		$783K Buy
+15,205
New +$779K 0.4% 53

Other funds holding PFM

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cape Ann Savings Bank's PFM Position: Q2 2026 in Review

Cape Ann Savings Bank increased its Invesco Dividend Achievers ETF (PFM) stake by 0.4% in Q2 2026, buying an estimated $3.31K and bringing the position to 15,266 shares worth $847K. The position accounts for 0.4% of the portfolio, ranked #56.

Cape Ann Savings Bank first reported a position in PFM in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Cape Ann Savings Bank held 15,266 shares of Invesco Dividend Achievers ETF worth $847K as of Q2 2026.
  • Cape Ann Savings Bank bought 61 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $3.31K.
  • Invesco Dividend Achievers ETF made up 0.4% of Cape Ann Savings Bank's portfolio in Q2 2026, its #56 holding.
  • Cape Ann Savings Bank first reported a position in Invesco Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.