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American Portfolios Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$1.21M Buy
37,325
+25,272
+210% +$899K 0.05% 373
2022
Q2 		$416K Buy
12,053
+123
+1% +$4.49K 0.02% 736
2022
Q1 		$459K Buy
11,930
+253
+2% +$9.64K 0.02% 769
2021
Q4 		$464K Sell
11,677
-108
-0.9% -$4.14K 0.02% 775
2021
Q3 		$424K Buy
11,785
+77
+0.7% +$2.86K 0.02% 776
2021
Q2 		$425K Buy
11,708
+495
+4% +$17.8K 0.02% 790
2021
Q1 		$388K Buy
11,213
+713
+7% +$23.8K 0.02% 756
2020
Q4 		$345K Buy
10,500
+1,246
+13% +$39.7K 0.02% 679
2020
Q3 		$280K Buy
9,254
+2,525
+38% +$75.5K 0.02% 681
2020
Q2 		$190K Buy
6,729
+1,289
+24% +$35.3K 0.01% 753
2020
Q1 		$134K Buy
5,440
+863
+19% +$25.1K 0.01% 787
2019
Q4 		$141K Sell
4,577
-563
-11% -$16.8K 0.01% 891
2019
Q3 		$152K Buy
5,140
+1,126
+28% +$32.8K 0.01% 810
2019
Q2 		$115K Buy
4,014
+5
+0.1% +$141 0.01% 925
2019
Q1 		$111K Buy
4,009
+7
+0.2% +$185 0.01% 844
2018
Q4 		$98.9K Buy
4,002
+6
+0.2% +$158 0.01% 731
2018
Q3 		$110K Buy
3,996
+8
+0.2% +$215 0.01% 787
2018
Q2 		$102K Buy
3,988
+4
+0.1% +$102 0.01% 791
2018
Q1 		$101K Buy
3,984
+7
+0.2% +$184 0.02% 747
2017
Q4 		$105K Buy
+3,977
New +$102K 0.02% 712

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 $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $457M AUM 21.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's PFM Position: Q3 2022 in Review

American Portfolios Advisors increased its Invesco Dividend Achievers ETF (PFM) stake by 210% in Q3 2022, buying an estimated $899K and bringing the position to 37,325 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #373.

American Portfolios Advisors first reported a position in PFM in Q4 2017 and has held it in 20 quarters since. 115 funds tracked by Wall St. Rank hold PFM as of Q3 2022.

  • American Portfolios Advisors held 37,325 shares of Invesco Dividend Achievers ETF worth $1.21M as of Q3 2022.
  • American Portfolios Advisors bought 25,272 Invesco Dividend Achievers ETF shares in Q3 2022, an estimated $899K.
  • Invesco Dividend Achievers ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #373 holding.
  • American Portfolios Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2017 and has held it in 20 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.