Ahrens Investment Partners’s Invesco Dividend Achievers ETF PFM Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$29.3K	Buy	+800	New	+$29.3K	0.01%	405
2022 Q3	–	Sell	-800	Closed	-$28K	–	697
2022 Q2	$28K	Hold	800	–	–	0.01%	439
2022 Q1	$31K	Hold	800	–	–	0.01%	504
2021 Q4	$32K	Buy	+800	New	+$30.7K	0.01%	493
2017 Q3	–	Sell	-8,300	Closed	-$200K	–	174
2017 Q2	$200K	Buy	+8,300	New	+$200K	0.09%	144

Other funds holding PFM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ahrens Investment Partners's PFM Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Invesco Dividend Achievers ETF (PFM) in Q1 2023: 800 shares worth $29.3K. The stake represents 0.01% of the portfolio and ranks #405 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in PFM as recently as Q2 2022.

Ahrens Investment Partners first reported a position in PFM in Q2 2017 and has held it in 5 quarters since. The position peaked at $200K in Q2 2017. 125 funds tracked by Wall St. Rank hold PFM as of Q1 2023.

Ahrens Investment Partners held 800 shares of Invesco Dividend Achievers ETF worth $29.3K as of Q1 2023.
Invesco Dividend Achievers ETF was a new Ahrens Investment Partners position in Q1 2023.
Invesco Dividend Achievers ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #405 holding.
Ahrens Investment Partners first reported a position in Invesco Dividend Achievers ETF in Q2 2017 and has held it in 5 quarters since.
Ahrens Investment Partners's Invesco Dividend Achievers ETF position peaked at $200K in Q2 2017.
125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.