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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.26M Sell
77,041
-6,313
-8% -$342K 0.01% 442
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
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

TD Waterhouse Canada's PFM Position: Q2 2026 in Review

TD Waterhouse Canada reduced its Invesco Dividend Achievers ETF (PFM) stake by 7.6% in Q2 2026, selling an estimated $342K and leaving 77,041 shares worth $4.26M. The position accounts for 0.01% of the portfolio, ranked #442.

TD Waterhouse Canada first reported a position in PFM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.13M in Q4 2025. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • TD Waterhouse Canada held 77,041 shares of Invesco Dividend Achievers ETF worth $4.26M as of Q2 2026.
  • TD Waterhouse Canada sold 6,313 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $342K.
  • Invesco Dividend Achievers ETF made up 0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #442 holding.
  • TD Waterhouse Canada first reported a position in Invesco Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • TD Waterhouse Canada's Invesco Dividend Achievers ETF position peaked at $5.13M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.