Bill Miller - Miller Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    55
Portfolio value:    $383,178,520
Holdings Activity Buys Sells    History
Holding/activity history for  Invesco Dividend Achievers ETF (PFM)
← All PFM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q2 0 0.00 Sell 100.00% 0.08 $23.57–24.68 · VW $24.07i SEC
2017   Q1 85,000 0.08 Reduce 94.05% 1.34 $22.86–24.15 · VW $23.48i $1,449,000 SEC
2016   Q4 1,429,050 1.42 Reduce 1.96% 0.02 $21.80–23.50 · VW $22.56i $23,794,000 SEC
2016   Q3 1,457,550 1.06 $17.01 $24,793,000 SEC
2016   Q2 1,457,550 1.27 Reduce 8.68% 0.09 $21.47–22.65 · VW $21.99i $18,205,000 SEC
2016   Q1 1,596,075 0.99 Reduce 5.17% 0.05 $18.73–21.88 · VW $20.36i $18,770,000 SEC
2015   Q4 1,683,075 1.04 Add 8.13% 0.08 $19.25–21.15 · VW $20.56i $25,853,000 SEC
2015   Q3 1,556,575 0.74 $16.00 $24,906,000 SEC
2015   Q2 1,556,575 1.15 $18.12 $28,206,000 SEC
2015   Q1 1,556,575 1.08 $16.97 $26,416,000 SEC
2014   Q4 1,556,575 1.13 Reduce 0.06% <0.01 $19.23–22.08 · VW $21.17i $26,929,000 SEC
2014   Q3 1,557,475 1.07 Add 3.07% 0.03 $20.25–21.29 · VW $20.85i $22,818,000 SEC
2014   Q2 1,511,075 0.99 Reduce 1.72% 0.02 $19.82–21.16 · VW $20.64i $22,954,000 SEC
2014   Q1 1,537,475 1.10 Add 62.67% 0.42 $18.54–20.11 · VW $19.52i $25,584,000 SEC
2013   Q4 945,175 0.83 Add 4.37% 0.03 $18.26–19.94 · VW $19.44i $16,588,000 SEC
2013   Q3 905,625 1.11 Add 3.54% 0.04 $18.02–19.17 · VW $18.56i $17,017,000 SEC
2013   Q2 874,700 1.36 Buy 1.36 $17.56–19.06 · VW $18.26i $18,605,000 SEC
Price snapshot:
Current price$55.99
52-week low$47.21
52-week high$56.26