§ EQUITY
USDPFM
INVESCO DIVIDEND ACHIEVERS E
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
63 increased/new, 38 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 1.8M | 0.0% | +2% |
| RAYMOND JAMES FINANCIAL INC | 920K | 0.0% | +6% |
| Morgan Stanley | 675K | 0.0% | −55% |
| Flaharty Asset Management, LLC | 500K | 3.2% | −0% |
| Bank of America Corp | 268K | 0.0% | −3% |
| Clearstead Advisors, LLC | 229K | 0.1% | −45% |
◇ AC INTELLIGENCE
Top institutional owners for PFM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER78.3% · 109 holders
DEALER / BANK19.4% · 17 holders
INCOME / DEFENSIVE1.6% · 2 holders
QUALITY / COMPOUNDER0.4% · 3 holders
PASSIVE / INDEX0.1% · 2 holders
TACTICAL / MACRO0.1% · 1 holder
DEEP VALUE0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PFM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention PFM yet.