EH
PFM icon

Equitable Holdings’s Invesco Dividend Achievers ETF PFM Stock Holding History

Equitable Holdings’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 		$4.17M Sell
75,264
-5,468
-7% -$296K 0.02% 509
2026
Q1 		$4.16M Buy
80,732
+12,025
+18% +$633K 0.03% 502
2025
Q4 		$3.54M Buy
68,707
+8,419
+14% +$431K 0.02% 472
2025
Q3 		$3.06M Buy
60,288
+7,178
+14% +$354K 0.02% 482
2025
Q2 		$2.56M Buy
53,110
+1,532
+3% +$70K 0.02% 504
2025
Q1 		$2.36M Buy
51,578
+1,134
+2% +$53K 0.02% 471
2024
Q4 		$2.31M Sell
50,444
-1,095
-2% -$51.3K 0.02% 444
2024
Q3 		$2.4M Sell
51,539
-93
-0.2% -$4.15K 0.02% 440
2024
Q2 		$2.2M Buy
51,632
+123
+0.2% +$5.17K 0.02% 432
2024
Q1 		$2.19M Sell
51,509
-404
-0.8% -$16.6K 0.02% 427
2023
Q4 		$2.07M Buy
51,913
+360
+0.7% +$13.6K 0.03% 403
2023
Q3 		$1.88M Buy
51,553
+841
+2% +$32K 0.03% 379
2023
Q2 		$1.94M Buy
50,712
+11,457
+29% +$424K 0.03% 365
2023
Q1 		$1.44M Buy
39,255
+21,412
+120% +$784K 0.02% 402
2022
Q4 		$652K Sell
17,843
-2,927
-14% -$105K 0.01% 545
2022
Q3 		$672K Sell
20,770
-3,282
-14% -$117K 0.01% 491
2022
Q2 		$830K Sell
24,052
-7,077
-23% -$259K 0.02% 446
2022
Q1 		$1.2M Sell
31,129
-4,602
-13% -$175K 0.02% 373
2021
Q4 		$1.42M Buy
35,731
+16,351
+84% +$626K 0.02% 338
2021
Q3 		$697K Buy
19,380
+2,453
+14% +$91.1K 0.01% 476
2021
Q2 		$614K Sell
16,927
-2,416
-12% -$87.1K 0.01% 494
2021
Q1 		$669K Buy
19,343
+97
+0.5% +$3.23K 0.01% 441
2020
Q4 		$633K Buy
19,246
+1,375
+8% +$43.8K 0.01% 404
2020
Q3 		$541K Buy
17,871
+2,443
+16% +$73.1K 0.01% 400
2020
Q2 		$435K Buy
+15,428
New +$423K 0.01% 437

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

Equitable Holdings's PFM Position: Q2 2026 in Review

Equitable Holdings reduced its Invesco Dividend Achievers ETF (PFM) stake by 6.8% in Q2 2026, selling an estimated $296K and leaving 75,264 shares worth $4.17M. The position accounts for 0.02% of the portfolio, ranked #509.

Equitable Holdings first reported a position in PFM in Q2 2020 and has held it in 25 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Equitable Holdings held 75,264 shares of Invesco Dividend Achievers ETF worth $4.17M as of Q2 2026.
  • Equitable Holdings sold 5,468 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $296K.
  • Invesco Dividend Achievers ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #509 holding.
  • Equitable Holdings first reported a position in Invesco Dividend Achievers ETF in Q2 2020 and has held it in 25 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.