William Blair & Company’s Invesco Dividend Achievers ETF PFM Stock Holding History

William Blair & Company’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	$130K	Buy	+2,343	New	+$127K	﹤0.01%	1645
2023 Q2	–	Sell	-165	Closed	-$6.04K	–	1852
2023 Q1	$6.04K	Hold	165	–	–	﹤0.01%	1750
2022 Q4	$6.03K	Hold	165	–	–	﹤0.01%	1758
2022 Q3	$5K	Hold	165	–	–	﹤0.01%	1769
2022 Q2	$6K	Hold	165	–	–	﹤0.01%	1795
2022 Q1	$6K	Buy	165 +54	+49%	+$2.06K	﹤0.01%	1850
2021 Q4	$4K	Hold	111	–	–	﹤0.01%	1930
2021 Q3	$4K	Hold	111	–	–	﹤0.01%	1839
2021 Q2	$4K	Hold	111	–	–	﹤0.01%	1855
2021 Q1	$4K	Hold	111	–	–	﹤0.01%	1821
2020 Q4	$4K	Buy	+111	New	+$3.53K	﹤0.01%	1783

Other funds holding PFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

William Blair & Company's PFM Position: Q2 2026 in Review

William Blair & Company opened a new position in Invesco Dividend Achievers ETF (PFM) in Q2 2026: 2,343 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #1645 among its holdings. This is a return to the name: William Blair & Company previously reported a position in PFM as recently as Q1 2023.

William Blair & Company first reported a position in PFM in Q4 2020 and has held it in 11 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

William Blair & Company held 2,343 shares of Invesco Dividend Achievers ETF worth $130K as of Q2 2026.
Invesco Dividend Achievers ETF was a new William Blair & Company position in Q2 2026.
Invesco Dividend Achievers ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1645 holding.
William Blair & Company first reported a position in Invesco Dividend Achievers ETF in Q4 2020 and has held it in 11 quarters since.
146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.