AG
PFM icon

Advisor Group’s Invesco Dividend Achievers ETF PFM Stock Holding History

Advisor Group’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
2019
Q4 		$478K Buy
15,543
+4,225
+37% +$126K ﹤0.01% 1703
2019
Q3 		$334K Buy
11,318
+2,010
+22% +$58.6K ﹤0.01% 1914
2019
Q2 		$266K Sell
9,308
-354
-4% -$9.95K ﹤0.01% 2085
2019
Q1 		$267K Sell
9,662
-10,310
-52% -$273K ﹤0.01% 2035
2018
Q4 		$494K Buy
19,972
+13,529
+210% +$356K ﹤0.01% 1411
2018
Q3 		$177K Sell
6,443
-500
-7% -$13.5K ﹤0.01% 2271
2018
Q2 		$178K Sell
6,943
-24,851
-78% -$635K ﹤0.01% 2065
2018
Q1 		$807K Sell
31,794
-2,016
-6% -$52.9K 0.01% 993
2017
Q4 		$895K Buy
33,810
+27,110
+405% +$693K 0.01% 965
2017
Q3 		$164K Sell
6,700
-519
-7% -$12.6K ﹤0.01% 2004
2017
Q2 		$175K Buy
7,219
+1,190
+20% +$28.6K ﹤0.01% 1888
2017
Q1 		$144K Buy
6,029
+525
+10% +$12.3K ﹤0.01% 1902
2016
Q4 		$127K Buy
5,504
+402
+8% +$9.06K ﹤0.01% 1906
2016
Q3 		$116K Buy
5,102
+1
+0% +$23 ﹤0.01% 1903
2016
Q2 		$114K Buy
+5,101
New +$112K ﹤0.01% 1831

Other funds holding PFM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Group's PFM Position: Q4 2019 in Review

Advisor Group increased its Invesco Dividend Achievers ETF (PFM) stake by 37% in Q4 2019, buying an estimated $126K and bringing the position to 15,543 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

Advisor Group first reported a position in PFM in Q2 2016 and has held it in 15 quarters since. The position peaked at $895K in Q4 2017. 76 funds tracked by Wall St. Rank hold PFM as of Q4 2019.

  • Advisor Group held 15,543 shares of Invesco Dividend Achievers ETF worth $478K as of Q4 2019.
  • Advisor Group bought 4,225 Invesco Dividend Achievers ETF shares in Q4 2019, an estimated $126K.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1703 holding.
  • Advisor Group first reported a position in Invesco Dividend Achievers ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Invesco Dividend Achievers ETF position peaked at $895K in Q4 2017.
  • 76 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.