MML Investors Services
PFM icon

MML Investors Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

MML Investors Services’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 		$1.83M Buy
33,045
+7,838
+31% +$425K ﹤0.01% 1598
2026
Q1 		$1.29M Sell
25,207
-5,690
-18% -$299K ﹤0.01% 1605
2025
Q4 		$1.59M Sell
30,897
-41,105
-57% -$2.1M ﹤0.01% 1511
2025
Q3 		$3.65M Buy
72,002
+5,940
+9% +$293K 0.01% 982
2025
Q2 		$3.18M Buy
66,062
+1,943
+3% +$88.7K 0.01% 1016
2025
Q1 		$2.94M Buy
64,119
+1,111
+2% +$51.9K 0.01% 983
2024
Q4 		$2.89M Buy
63,008
+4,267
+7% +$200K 0.01% 943
2024
Q3 		$2.73M Buy
58,741
+1,054
+2% +$47K 0.01% 933
2024
Q2 		$2.46M Buy
57,687
+5,262
+10% +$221K 0.01% 946
2024
Q1 		$2.23M Buy
52,425
+6,312
+14% +$259K 0.01% 999
2023
Q4 		$1.84M Buy
46,113
+4,441
+11% +$167K 0.01% 1043
2023
Q3 		$1.52M Buy
41,672
+9,352
+29% +$356K 0.01% 1016
2023
Q2 		$1.24M Buy
32,320
+7,434
+30% +$275K 0.01% 1124
2023
Q1 		$911K Sell
24,886
-364
-1% -$13.3K 0.01% 1112
2022
Q4 		$922K Sell
25,250
-585
-2% -$20.9K 0.01% 1193
2022
Q3 		$835K Buy
25,835
+4,267
+20% +$152K 0.01% 1148
2022
Q2 		$744K Buy
21,568
+893
+4% +$32.6K 0.01% 1191
2022
Q1 		$795K Buy
20,675
+1,989
+11% +$75.8K 0.01% 1201
2021
Q4 		$742K Buy
18,686
+6,457
+53% +$247K 0.01% 1200
2021
Q3 		$440K Buy
12,229
+1,961
+19% +$72.8K ﹤0.01% 1428
2021
Q2 		$372K Buy
10,268
+2,476
+32% +$89.3K ﹤0.01% 1494
2021
Q1 		$270K Buy
+7,792
New +$260K ﹤0.01% 1570

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

MML Investors Services's PFM Position: Q2 2026 in Review

MML Investors Services increased its Invesco Dividend Achievers ETF (PFM) stake by 31% in Q2 2026, buying an estimated $425K and bringing the position to 33,045 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

MML Investors Services first reported a position in PFM in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.65M in Q3 2025. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • MML Investors Services held 33,045 shares of Invesco Dividend Achievers ETF worth $1.83M as of Q2 2026.
  • MML Investors Services bought 7,838 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $425K.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1598 holding.
  • MML Investors Services first reported a position in Invesco Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
  • MML Investors Services's Invesco Dividend Achievers ETF position peaked at $3.65M in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.