Russell Investments Group
PFM icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $10.9B AUM 18.41% 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

Russell Investments Group's PFM Position: Q1 2026 in Review

Russell Investments Group reduced its Invesco Dividend Achievers ETF (PFM) stake by 38% in Q1 2026, selling an estimated $5.68K and leaving 173 shares worth $8.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3813.

Russell Investments Group first reported a position in PFM in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.5K in Q4 2025. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

  • Russell Investments Group held 173 shares of Invesco Dividend Achievers ETF worth $8.84K as of Q1 2026.
  • Russell Investments Group sold 108 Invesco Dividend Achievers ETF shares in Q1 2026, an estimated $5.68K.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #3813 holding.
  • Russell Investments Group first reported a position in Invesco Dividend Achievers ETF in Q1 2025 and has held it in 5 quarters since.
  • Russell Investments Group's Invesco Dividend Achievers ETF position peaked at $14.5K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.