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TWC
TD Waterhouse Canada’s
Invesco Dividend Achievers ETF
PFM
Stock Holding History
TD Waterhouse Canada’s Portfolio
PFM Stock Details
PFM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$4.27M
Sell
83,354
-16,305
-16%
-$858K
0.01%
420
2025
Q4
$5.13M
Buy
99,659
+4,955
+5%
+$254K
0.03%
279
2025
Q3
$4.83M
Sell
94,704
-383
-0.4%
-$18.9K
0.03%
283
2025
Q2
$4.61M
Buy
95,087
+25,516
+37%
+$1.17M
0.03%
288
2025
Q1
$3.18M
Buy
69,571
+7,511
+12%
+$351K
0.03%
333
2024
Q4
$2.85M
Buy
62,060
+2,136
+4%
+$100K
0.02%
336
2024
Q3
$2.75M
Buy
59,924
+2
+0%
+$89
0.02%
339
2024
Q2
$2.55M
Sell
59,922
-1,518
-2%
-$63.8K
0.02%
335
2024
Q1
$2.59M
Sell
61,440
-362
-0.6%
-$14.8K
0.02%
359
2023
Q4
$2.44M
Buy
61,802
+1,339
+2%
+$50.5K
0.02%
299
2023
Q3
$2.2M
Buy
60,463
+1,780
+3%
+$67.8K
0.02%
300
2023
Q2
$2.24M
Sell
58,683
-7,273
-11%
-$269K
0.02%
305
2023
Q1
$2.43M
Sell
65,956
-1,602
-2%
-$58.6K
0.03%
288
2022
Q4
$2.46M
Sell
67,558
-346
-0.5%
-$12.4K
0.03%
277
2022
Q3
$2.25M
Buy
67,904
+759
+1%
+$27K
0.03%
286
2022
Q2
$2.34M
Buy
67,145
+1,308
+2%
+$47.8K
0.03%
292
2022
Q1
$2.54M
Sell
65,837
-248
-0.4%
-$9.45K
0.02%
305
2021
Q4
$2.64M
Buy
+66,085
New
+$2.53M
0.03%
322
Other funds holding PFM
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
CA
Clearstead Advisors
Cleveland, Ohio
$9.79B AUM
18.41%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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