Clearstead Advisors, LLC
Position in PFM — Invesco Dividend AchieversTM ETF
CIK 842775
CLEVELAND, OH
All Filings in PFM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PFM | $11,691,435 | 228,840 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 PFM | $21,370,028 | 414,952 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 PFM | $21,161,319 | 417,054 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 PFM | $20,533,233 | 426,266 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 PFM | $19,736,994 | 431,127 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 PFM | $20,161,477 | 439,631 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 PFM | $20,241,802 | 434,840 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 PFM | $18,178,657 | 426,029 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||