Raymond James Financial’s Invesco Dividend Achievers ETF PFM Stock Holding History

Raymond James 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	$50.5M	Sell	910,245 -9,434	-1%	-$511K	0.01%	936
2026 Q1	$47M	Buy	919,679 +53,105	+6%	+$2.79M	0.01%	895
2025 Q4	$44.6M	Buy	866,574 +21,777	+3%	+$1.12M	0.01%	881
2025 Q3	$42.9M	Sell	844,797 -1,482	-0.2%	-$73.2K	0.01%	894
2025 Q2	$40.8M	Buy	846,279 +3,596	+0.4%	+$164K	0.01%	884
2025 Q1	$38.6M	Buy	842,683 +9,839	+1%	+$460K	0.01%	860
2024 Q4	$38.2M	Buy	+832,844	New	+$39M	0.01%	883

Other funds holding PFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Raymond James Financial's PFM Position: Q2 2026 in Review

Raymond James Financial reduced its Invesco Dividend Achievers ETF (PFM) stake by 1% in Q2 2026, selling an estimated $511K and leaving 910,245 shares worth $50.5M. The position accounts for 0.01% of the portfolio, ranked #936.

Raymond James Financial first reported a position in PFM in Q4 2024 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Raymond James Financial held 910,245 shares of Invesco Dividend Achievers ETF worth $50.5M as of Q2 2026.
Raymond James Financial sold 9,434 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $511K.
Invesco Dividend Achievers ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #936 holding.
Raymond James Financial first reported a position in Invesco Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

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