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

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

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

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

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

RJA

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.