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Ameritas Investment Company’s Invesco Dividend Achievers ETF PFM Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-1,054
Closed -$36.5K – 1693
2021
Q1 		$36.5K Buy
+1,054
New +$35.2K ﹤0.01% 1062
2019
Q1 		– Sell
-4,400
Closed -$109K – 1549
2018
Q4 		$109K Buy
+4,400
New +$116K 0.02% 413

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
Raymond James Financial Services Advisors
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
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 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
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameritas Investment Company's PFM Position: Q2 2021 in Review

Ameritas Investment Company sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2021, closing a stake of 1,054 shares — an estimated $36.5K sold.

Ameritas Investment Company first reported a position in PFM in Q4 2018 and held it in 2 quarters. The position peaked at $109K in Q4 2018. 103 funds tracked by Wall St. Rank hold PFM as of Q2 2021.

  • Ameritas Investment Company reported no remaining Invesco Dividend Achievers ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 1,054 Invesco Dividend Achievers ETF shares in Q2 2021, an estimated $36.5K.
  • Ameritas Investment Company first reported a position in Invesco Dividend Achievers ETF in Q4 2018 and held it in 2 quarters.
  • Ameritas Investment Company's Invesco Dividend Achievers ETF position peaked at $109K in Q4 2018.
  • 103 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.