Mercer Global Advisors
PFM icon

Mercer Global Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Mercer Global Advisors’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 		$840K Buy
15,155
+5,577
+58% +$302K ﹤0.01% 1882
2026
Q1 		$489K Buy
9,578
+3,867
+68% +$203K ﹤0.01% 2003
2025
Q4 		$294K Buy
5,711
+525
+10% +$26.9K ﹤0.01% 2244
2025
Q3 		$263K Hold
5,186
– – ﹤0.01% 2187
2025
Q2 		$250K Sell
5,186
-5
-0.1% -$228 ﹤0.01% 1957
2025
Q1 		$238K Sell
5,191
-1,514
-23% -$70.8K ﹤0.01% 1874
2024
Q4 		$307K Sell
6,705
-1,258
-16% -$59K ﹤0.01% 1725
2024
Q3 		$369K Buy
7,963
+89
+1% +$3.97K ﹤0.01% 1518
2024
Q2 		$336K Buy
7,874
+23
+0.3% +$967 ﹤0.01% 1524
2024
Q1 		$334K Buy
7,851
+1,299
+20% +$53.2K ﹤0.01% 1506
2023
Q4 		$261K Sell
6,552
-834
-11% -$31.4K ﹤0.01% 1699
2023
Q3 		$270K Buy
7,386
+885
+14% +$33.7K ﹤0.01% 1598
2023
Q2 		$249K Sell
6,501
-4,940
-43% -$183K ﹤0.01% 1621
2023
Q1 		$419K Sell
11,441
-20
-0.2% -$732 ﹤0.01% 1300
2022
Q4 		$419K Sell
11,461
-4,694
-29% -$168K ﹤0.01% 1293
2022
Q3 		$522K Buy
16,155
+24
+0.1% +$854 ﹤0.01% 1115
2022
Q2 		$557K Buy
16,131
+26
+0.2% +$950 ﹤0.01% 1088
2022
Q1 		$619K Buy
+16,105
New +$614K ﹤0.01% 1130

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

Mercer Global Advisors's PFM Position: Q2 2026 in Review

Mercer Global Advisors increased its Invesco Dividend Achievers ETF (PFM) stake by 58% in Q2 2026, buying an estimated $302K and bringing the position to 15,155 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Mercer Global Advisors first reported a position in PFM in Q1 2022 and has held it in 18 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Mercer Global Advisors held 15,155 shares of Invesco Dividend Achievers ETF worth $840K as of Q2 2026.
  • Mercer Global Advisors bought 5,577 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $302K.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1882 holding.
  • Mercer Global Advisors first reported a position in Invesco Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.