Stifel Financial
PFM icon

Stifel Financial’s Invesco Dividend Achievers ETF PFM Stock Holding History

Stifel 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 		$626K Sell
11,292
-442
-4% -$24K ﹤0.01% 2832
2026
Q1 		$599K Buy
11,734
+71
+0.6% +$3.74K ﹤0.01% 2755
2025
Q4 		$601K Sell
11,663
-2,068
-15% -$106K ﹤0.01% 2761
2025
Q3 		$697K Buy
13,731
+4,290
+45% +$212K ﹤0.01% 2608
2025
Q2 		$455K Sell
9,441
-10,068
-52% -$460K ﹤0.01% 2834
2025
Q1 		$893K Sell
19,509
-644
-3% -$30.1K ﹤0.01% 2309
2024
Q4 		$924K Sell
20,153
-102
-0.5% -$4.78K ﹤0.01% 2297
2024
Q3 		$943K Buy
20,255
+9,387
+86% +$419K ﹤0.01% 2267
2024
Q2 		$464K Buy
10,868
+349
+3% +$14.7K ﹤0.01% 2671
2024
Q1 		$448K Buy
10,519
+2,129
+25% +$87.2K ﹤0.01% 2682
2023
Q4 		$335K Sell
8,390
-567
-6% -$21.4K ﹤0.01% 2786
2023
Q3 		$327K Buy
8,957
+573
+7% +$21.8K ﹤0.01% 2745
2023
Q2 		$321K Buy
8,384
+2
+0% +$74 ﹤0.01% 2782
2023
Q1 		$307K Buy
8,382
+3
+0% +$110 ﹤0.01% 2798
2022
Q4 		$306K Buy
+8,379
New +$300K ﹤0.01% 2753
2019
Q1 		– Sell
-20,387
Closed -$503K – 2837
2018
Q4 		$503K Buy
+20,387
New +$536K ﹤0.01% 1935

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

Stifel Financial's PFM Position: Q2 2026 in Review

Stifel Financial reduced its Invesco Dividend Achievers ETF (PFM) stake by 3.8% in Q2 2026, selling an estimated $24K and leaving 11,292 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

Stifel Financial first reported a position in PFM in Q4 2018 and has held it in 16 quarters since. The position peaked at $943K in Q3 2024. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Stifel Financial held 11,292 shares of Invesco Dividend Achievers ETF worth $626K as of Q2 2026.
  • Stifel Financial sold 442 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $24K.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2832 holding.
  • Stifel Financial first reported a position in Invesco Dividend Achievers ETF in Q4 2018 and has held it in 16 quarters since.
  • Stifel Financial's Invesco Dividend Achievers ETF position peaked at $943K in Q3 2024.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.