Fidelity Investments
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Fidelity Investments’s Invesco Dividend Achievers ETF PFM Stock Holding History

Fidelity Investments’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 		$1.27M Buy
22,982
+1,188
+5% +$64.4K ﹤0.01% 2911
2026
Q1 		$1.11M Buy
21,794
+2,215
+11% +$117K ﹤0.01% 2834
2025
Q4 		$1.01M Buy
19,579
+2,975
+18% +$152K ﹤0.01% 2849
2025
Q3 		$843K Buy
16,604
+498
+3% +$24.6K ﹤0.01% 2851
2025
Q2 		$776K Buy
16,106
+491
+3% +$22.4K ﹤0.01% 2807
2025
Q1 		$715K Buy
15,615
+10,312
+194% +$482K ﹤0.01% 2791
2024
Q4 		$243K Buy
5,303
+529
+11% +$24.8K ﹤0.01% 3190
2024
Q3 		$222K Buy
4,774
+112
+2% +$5K ﹤0.01% 3161
2024
Q2 		$199K Buy
4,662
+71
+2% +$2.98K ﹤0.01% 3029
2024
Q1 		$195K Buy
4,591
+2,982
+185% +$122K ﹤0.01% 3038
2023
Q4 		$64.2K Sell
1,609
-263
-14% -$9.91K ﹤0.01% 3408
2023
Q3 		$68.4K Sell
1,872
-2
-0.1% -$76 ﹤0.01% 3246
2023
Q2 		$71.6K Buy
1,874
+655
+54% +$24.2K ﹤0.01% 3289
2023
Q1 		$44.6K Sell
1,219
-10
-0.8% -$366 ﹤0.01% 3499
2022
Q4 		$44.9K Buy
1,229
+203
+20% +$7.26K ﹤0.01% 3479
2022
Q3 		$33K Buy
1,026
+210
+26% +$7.47K ﹤0.01% 3641
2022
Q2 		$28K Hold
816
– – ﹤0.01% 3773
2022
Q1 		$31K Buy
816
+60
+8% +$2.29K ﹤0.01% 3864
2021
Q4 		$30K Sell
756
-126
-14% -$4.83K ﹤0.01% 3358
2021
Q3 		$32K Buy
882
+151
+21% +$5.61K ﹤0.01% 3312
2021
Q2 		$27K Sell
731
-1
-0.1% -$36 ﹤0.01% 3301
2021
Q1 		$25K Sell
732
-73
-9% -$2.44K ﹤0.01% 3201
2020
Q4 		$26K Sell
805
-398
-33% -$12.7K ﹤0.01% 3124
2020
Q3 		$36K Buy
1,203
+420
+54% +$12.6K ﹤0.01% 2946
2020
Q2 		$22K Sell
783
-154
-16% -$4.22K ﹤0.01% 2971
2020
Q1 		$23K Hold
937
– – ﹤0.01% 2923
2019
Q4 		$29K Hold
937
– – ﹤0.01% 3020
2019
Q3 		$28K Buy
937
+657
+235% +$19.2K ﹤0.01% 2997
2019
Q2 		$8K Hold
280
– – ﹤0.01% 3283
2019
Q1 		$8K Buy
+280
New +$7.42K ﹤0.01% 3163

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

Fidelity Investments's PFM Position: Q2 2026 in Review

Fidelity Investments increased its Invesco Dividend Achievers ETF (PFM) stake by 5.5% in Q2 2026, buying an estimated $64.4K and bringing the position to 22,982 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2911.

Fidelity Investments first reported a position in PFM in Q1 2019 and has held it in 30 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Fidelity Investments held 22,982 shares of Invesco Dividend Achievers ETF worth $1.27M as of Q2 2026.
  • Fidelity Investments bought 1,188 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $64.4K.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2911 holding.
  • Fidelity Investments first reported a position in Invesco Dividend Achievers ETF in Q1 2019 and has held it in 30 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.