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Tower Research Capital (TRC)’s Invesco Dividend Achievers ETF PFM Stock Holding History

Tower Research Capital (TRC)’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 		$146K Buy
2,641
+2,639
+131,950% +$143K ﹤0.01% 1922
2026
Q1 		$102 Buy
+2
New +$105 ﹤0.01% 5007
2025
Q4 		– Sell
-8,525
Closed -$433K – 5475
2025
Q3 		$433K Buy
+8,525
New +$421K 0.01% 971
2025
Q2 		– Sell
-2,417
Closed -$111K – 5497
2025
Q1 		$111K Sell
2,417
-2,240
-48% -$105K ﹤0.01% 1719
2024
Q4 		$214K Buy
4,657
+3,489
+299% +$164K ﹤0.01% 1672
2024
Q3 		$54.4K Sell
1,168
-8,808
-88% -$393K ﹤0.01% 2678
2024
Q2 		$426K Buy
9,976
+6,991
+234% +$294K 0.01% 1470
2024
Q1 		$127K Sell
2,985
-2,268
-43% -$92.9K ﹤0.01% 1704
2023
Q4 		$210K Sell
5,253
-5,196
-50% -$196K ﹤0.01% 2065
2023
Q3 		$382K Buy
10,449
+8,082
+341% +$308K 0.01% 1021
2023
Q2 		$90.5K Sell
2,367
-5,331
-69% -$197K ﹤0.01% 2104
2023
Q1 		$282K Buy
7,698
+6,102
+382% +$223K 0.01% 1173
2022
Q4 		$58K Sell
1,596
-16,770
-91% -$600K ﹤0.01% 2242
2022
Q3 		$594K Buy
18,366
+233
+1% +$8.29K 0.01% 1007
2022
Q2 		$626K Buy
18,133
+10,393
+134% +$380K 0.01% 988
2022
Q1 		$298K Sell
7,740
-1,418
-15% -$54K ﹤0.01% 1471
2021
Q4 		$364K Buy
9,158
+2,434
+36% +$93.3K 0.01% 1342
2021
Q3 		$242K Sell
6,724
-4,117
-38% -$153K 0.01% 1631
2021
Q2 		$393K Buy
+10,841
New +$391K 0.01% 1375
2017
Q3 		– Sell
-100
Closed -$2K – 4062
2017
Q2 		$2K Buy
+100
New +$2.41K ﹤0.01% 2351

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

Tower Research Capital (TRC)'s PFM Position: Q2 2026 in Review

Tower Research Capital (TRC) increased its Invesco Dividend Achievers ETF (PFM) stake by 131,950% in Q2 2026, buying an estimated $143K and bringing the position to 2,641 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Tower Research Capital (TRC) first reported a position in PFM in Q2 2017 and has held it in 20 quarters since. The position peaked at $626K in Q2 2022. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Tower Research Capital (TRC) held 2,641 shares of Invesco Dividend Achievers ETF worth $146K as of Q2 2026.
  • Tower Research Capital (TRC) bought 2,639 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $143K.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #1922 holding.
  • Tower Research Capital (TRC) first reported a position in Invesco Dividend Achievers ETF in Q2 2017 and has held it in 20 quarters since.
  • Tower Research Capital (TRC)'s Invesco Dividend Achievers ETF position peaked at $626K in Q2 2022.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.