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HRT Financial’s Invesco Dividend Achievers ETF PFM Stock Holding History

HRT Financial’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 		$229K Buy
+4,144
New +$225K ﹤0.01% 3318
2015
Q4 		– Sell
-17,887
Closed -$347K – 101
2015
Q3 		$347K Buy
+17,887
New +$364K 0.3% 46

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

HRT Financial's PFM Position: Q2 2026 in Review

HRT Financial opened a new position in Invesco Dividend Achievers ETF (PFM) in Q2 2026: 4,144 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #3318 among its holdings. This is a return to the name: HRT Financial previously reported a position in PFM as recently as Q3 2015.

HRT Financial first reported a position in PFM in Q3 2015 and has held it in 2 quarters since. The position peaked at $347K in Q3 2015. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • HRT Financial held 4,144 shares of Invesco Dividend Achievers ETF worth $229K as of Q2 2026.
  • Invesco Dividend Achievers ETF was a new HRT Financial position in Q2 2026.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3318 holding.
  • HRT Financial first reported a position in Invesco Dividend Achievers ETF in Q3 2015 and has held it in 2 quarters since.
  • HRT Financial's Invesco Dividend Achievers ETF position peaked at $347K in Q3 2015.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.