Russell Investments Group’s Invesco Dividend Achievers ETF PFM Stock Holding History

Russell Investments Group’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	$9.59K	Hold	173	–	–	﹤0.01%	3940
2026 Q1	$8.84K	Sell	173 -108	-38%	-$5.68K	﹤0.01%	3813
2025 Q4	$14.5K	Hold	281	–	–	﹤0.01%	3703
2025 Q3	$14.3K	Buy	281 +102	+57%	+$5.04K	﹤0.01%	3703
2025 Q2	$8.62K	Buy	179 +162	+953%	+$7.4K	﹤0.01%	3361
2025 Q1	$778	Buy	+17	New	+$795	﹤0.01%	3619

Other funds holding PFM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Russell Investments Group's PFM Position: Q2 2026 in Review

Russell Investments Group held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2026 at 173 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3940.

Russell Investments Group first reported a position in PFM in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.5K in Q4 2025. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

Russell Investments Group held 173 shares of Invesco Dividend Achievers ETF worth $9.59K as of Q2 2026.
Russell Investments Group left its Invesco Dividend Achievers ETF share count unchanged in Q2 2026.
Invesco Dividend Achievers ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3940 holding.
Russell Investments Group first reported a position in Invesco Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
Russell Investments Group's Invesco Dividend Achievers ETF position peaked at $14.5K in Q4 2025.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.