Citigroup
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Citigroup’s Invesco Dividend Achievers ETF PFM Stock Holding History

Citigroup’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 		$56.6K Buy
+1,020
New +$55.3K ﹤0.01% 4932
2025
Q4 		– Sell
-2,977
Closed -$151K – 6357
2025
Q3 		$151K Hold
2,977
– – ﹤0.01% 4111
2025
Q2 		$143K Hold
2,977
– – ﹤0.01% 4230
2025
Q1 		$136K Sell
2,977
-105,499
-97% -$4.93M ﹤0.01% 4411
2024
Q4 		$4.97M Buy
108,476
+105,499
+3,544% +$4.95M ﹤0.01% 1964
2024
Q3 		$139K Hold
2,977
– – ﹤0.01% 4601
2024
Q2 		$127K Hold
2,977
– – ﹤0.01% 4101
2024
Q1 		$127K Sell
2,977
-102,938
-97% -$4.22M ﹤0.01% 4204
2023
Q4 		$4.22M Buy
+105,915
New +$3.99M ﹤0.01% 1701
2023
Q1 		– Sell
-152,748
Closed -$5.58M – 5771
2022
Q4 		$5.58M Buy
+152,748
New +$5.46M ﹤0.01% 1418
2022
Q3 		– Sell
-30,300
Closed -$1.05M – 6208
2022
Q2 		$1.05M Buy
+30,300
New +$1.11M ﹤0.01% 2614
2022
Q1 		– Sell
-31,608
Closed -$1.26M – 6540
2021
Q4 		$1.26M Buy
31,608
+29,422
+1,346% +$1.13M ﹤0.01% 3018
2021
Q3 		$79K Buy
+2,186
New +$81.2K ﹤0.01% 4504
2017
Q1 		– Sell
-1,000
Closed -$23K – 7299
2016
Q4 		$23K Hold
1,000
– – ﹤0.01% 6478
2016
Q3 		$23K Hold
1,000
– – ﹤0.01% 6132
2016
Q2 		$23K Hold
1,000
– – ﹤0.01% 6072
2016
Q1 		$22K Hold
1,000
– – ﹤0.01% 6509
2015
Q4 		$21K Hold
1,000
– – ﹤0.01% 6461
2015
Q3 		$19K Sell
1,000
-1,125
-53% -$22.9K ﹤0.01% 6066
2015
Q2 		$44K Buy
2,125
+1,125
+113% +$24.1K ﹤0.01% 5617
2015
Q1 		$21K Hold
1,000
– – ﹤0.01% 6078
2014
Q4 		$22K Hold
1,000
– – ﹤0.01% 6166
2014
Q3 		$21K Sell
1,000
-127
-11% -$2.67K ﹤0.01% 5886
2014
Q2 		$24K Sell
1,127
-475
-30% -$9.77K ﹤0.01% 5705
2014
Q1 		$32K Buy
1,602
+1,102
+220% +$21.5K ﹤0.01% 5770
2013
Q4 		$10K Hold
500
– – ﹤0.01% 6418
2013
Q3 		$9K Sell
500
-2,177
-81% -$40.6K ﹤0.01% 6253
2013
Q2 		$48K Buy
+2,677
New +$49.1K ﹤0.01% 5397

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

Citigroup's PFM Position: Q2 2026 in Review

Citigroup opened a new position in Invesco Dividend Achievers ETF (PFM) in Q2 2026: 1,020 shares worth $56.6K. The stake represents ﹤0.01% of the portfolio and ranks #4932 among its holdings. This is a return to the name: Citigroup previously reported a position in PFM as recently as Q3 2025.

Citigroup first reported a position in PFM in Q2 2013 and has held it in 28 quarters since. The position peaked at $5.58M in Q4 2022. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Citigroup held 1,020 shares of Invesco Dividend Achievers ETF worth $56.6K as of Q2 2026.
  • Invesco Dividend Achievers ETF was a new Citigroup position in Q2 2026.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #4932 holding.
  • Citigroup first reported a position in Invesco Dividend Achievers ETF in Q2 2013 and has held it in 28 quarters since.
  • Citigroup's Invesco Dividend Achievers ETF position peaked at $5.58M in Q4 2022.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.