Raymond James Financial
PFM icon

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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Raymond James Financial's PFM Position: Q1 2026 in Review

Raymond James Financial increased its Invesco Dividend Achievers ETF (PFM) stake by 6.1% in Q1 2026, buying an estimated $2.79M and bringing the position to 919,679 shares worth $47M. The position accounts for 0.01% of the portfolio, ranked #895.

Raymond James Financial first reported a position in PFM in Q4 2024 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

  • Raymond James Financial held 919,679 shares of Invesco Dividend Achievers ETF worth $47M as of Q1 2026.
  • Raymond James Financial bought 53,105 Invesco Dividend Achievers ETF shares in Q1 2026, an estimated $2.79M.
  • Invesco Dividend Achievers ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #895 holding.
  • Raymond James Financial first reported a position in Invesco Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
  • 135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.