Janney Montgomery Scott
PFM icon

Janney Montgomery Scott’s Invesco Dividend Achievers ETF PFM Stock Holding History

Janney Montgomery Scott’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 		$459K Buy
8,270
+662
+9% +$35.9K ﹤0.01% 2444
2026
Q1 		$389K Sell
7,608
-419
-5% -$22K ﹤0.01% 2212
2025
Q4 		$413K Sell
8,027
-123
-2% -$6.3K ﹤0.01% 2342
2025
Q3 		$414K Buy
8,150
+2
+0% +$99 ﹤0.01% 2270
2025
Q2 		$393K Buy
8,148
+19
+0.2% +$868 ﹤0.01% 2179
2025
Q1 		$372K Buy
8,129
+2
+0% +$93 ﹤0.01% 2178
2024
Q4 		$373K Buy
8,127
+815
+11% +$38.2K ﹤0.01% 2177
2024
Q3 		$340K Buy
7,312
+226
+3% +$10.1K ﹤0.01% 2217
2024
Q2 		$302K Sell
7,086
-1,233
-15% -$51.8K ﹤0.01% 2208
2024
Q1 		$354K Buy
8,319
+1
+0% +$41 ﹤0.01% 2229
2023
Q4 		$332K Sell
8,318
-1,258
-13% -$47.4K ﹤0.01% 2157
2023
Q3 		$350K Buy
9,576
+594
+7% +$22.6K ﹤0.01% 2040
2023
Q2 		$343K Hold
8,982
– – ﹤0.01% 2153
2023
Q1 		$329K Buy
8,982
+2
+0% +$73 ﹤0.01% 1992
2022
Q4 		$328K Buy
8,980
+1,260
+16% +$45K ﹤0.01% 2062
2022
Q3 		$250K Buy
7,720
+402
+5% +$14.3K ﹤0.01% 2137
2022
Q2 		$253K Hold
7,318
– – ﹤0.01% 2015
2022
Q1 		$281K Buy
7,318
+815
+13% +$31K ﹤0.01% 1924
2021
Q4 		$258K Sell
6,503
-224
-3% -$8.58K ﹤0.01% 2093
2021
Q3 		$242K Sell
6,727
-189
-3% -$7.02K ﹤0.01% 2066
2021
Q2 		$251K Buy
6,916
+191
+3% +$6.89K ﹤0.01% 2012
2021
Q1 		$233K Sell
6,725
-250
-4% -$8.34K ﹤0.01% 1991
2020
Q4 		$229K Buy
6,975
+1
+0% +$32 ﹤0.01% 2029
2020
Q3 		$211K Buy
+6,974
New +$209K ﹤0.01% 1887

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

Janney Montgomery Scott's PFM Position: Q2 2026 in Review

Janney Montgomery Scott increased its Invesco Dividend Achievers ETF (PFM) stake by 8.7% in Q2 2026, buying an estimated $35.9K and bringing the position to 8,270 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Janney Montgomery Scott first reported a position in PFM in Q3 2020 and has held it in 24 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Janney Montgomery Scott held 8,270 shares of Invesco Dividend Achievers ETF worth $459K as of Q2 2026.
  • Janney Montgomery Scott bought 662 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $35.9K.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2444 holding.
  • Janney Montgomery Scott first reported a position in Invesco Dividend Achievers ETF in Q3 2020 and has held it in 24 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.