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Advisor Resource Council’s Invesco Dividend Achievers ETF PFM Stock Holding History

Advisor Resource Council’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
2021
Q3 		– Sell
-6,276
Closed -$228K – 399
2021
Q2 		$228K Buy
+6,276
New +$226K 0.02% 444

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Advisor Resource Council's PFM Position: Q3 2021 in Review

Advisor Resource Council sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2021, closing a stake of 6,276 shares — an estimated $228K sold.

Advisor Resource Council first reported a position in PFM in Q2 2021 and held it in 1 quarter. The position peaked at $228K in Q2 2021. 104 funds tracked by Wall St. Rank hold PFM as of Q3 2021.

  • Advisor Resource Council reported no remaining Invesco Dividend Achievers ETF position as of Q3 2021 after selling out during the quarter.
  • Advisor Resource Council sold 6,276 Invesco Dividend Achievers ETF shares in Q3 2021, an estimated $228K.
  • Advisor Resource Council first reported a position in Invesco Dividend Achievers ETF in Q2 2021 and held it in 1 quarter.
  • Advisor Resource Council's Invesco Dividend Achievers ETF position peaked at $228K in Q2 2021.
  • 104 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2021.

Based on Advisor Resource Council's 13F filing for Q3 2021, filed 16 Nov 2021.