Joel Greenblatt's PFM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 5,649 shares of Invesco Dividend Achievers ETF (PFM) worth $313,262, representing 0.00% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in PFM, representing a fresh investment thesis on this company.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Invesco Dividend Achievers ETF (PFM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco Dividend Achievers ETF (PFM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +5,649 | New Buy | 5,649 | $51.09 |
Joel Greenblatt's Invesco Dividend Achievers ETF Investment FAQs
Joel Greenblatt first purchased Invesco Dividend Achievers ETF (PFM) in Q1 2026, acquiring 5,649 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Invesco Dividend Achievers ETF (PFM) for 2 quarters since Q1 2026.
Joel Greenblatt's largest addition to Invesco Dividend Achievers ETF (PFM) was in Q1 2026, adding 5,649 shares worth $288,618.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 5,649 shares of Invesco Dividend Achievers ETF (PFM), valued at approximately $313,262.
As of the Q2 2026 filing, Invesco Dividend Achievers ETF (PFM) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Invesco Dividend Achievers ETF (PFM) was 5,649 shares, as reported at the end of Q1 2026.