Annapolis Financial Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

Annapolis Financial Services’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
2024 Q3	$186K	Hold	4,000	–	–	0.06%	97
2024 Q2	$171K	Hold	4,000	–	–	0.06%	100
2024 Q1	$170K	Hold	4,000	–	–	0.06%	95
2023 Q4	$160K	Hold	4,000	–	–	0.04%	126
2023 Q3	$146K	Hold	4,000	–	–	0.04%	124
2023 Q2	$153K	Hold	4,000	–	–	0.04%	123
2023 Q1	$146K	Hold	4,000	–	–	0.04%	122
2022 Q4	$146K	Hold	4,000	–	–	0.05%	124
2022 Q3	$129K	Hold	4,000	–	–	0.05%	124
2022 Q2	$138K	Hold	4,000	–	–	0.05%	124
2022 Q1	$154K	Hold	4,000	–	–	0.05%	124
2021 Q4	$159K	Hold	4,000	–	–	0.05%	122
2021 Q3	$144K	Hold	4,000	–	–	0.05%	116
2021 Q2	$145K	Hold	4,000	–	–	0.05%	114
2021 Q1	$138K	Hold	4,000	–	–	0.05%	105
2020 Q4	$132K	Buy	+4,000	New	+$127K	0.05%	103

Other funds holding PFM

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

FAM

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

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

RJFSA

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Annapolis Financial Services's PFM Position: Q3 2024 in Review

Annapolis Financial Services held its Invesco Dividend Achievers ETF (PFM) position steady in Q3 2024 at 4,000 shares worth $186K. The position accounts for 0.06% of the portfolio, ranked #97.

Annapolis Financial Services first reported a position in PFM in Q4 2020 and has held it in 16 quarters since. 125 funds tracked by Wall St. Rank hold PFM as of Q3 2024.

Annapolis Financial Services held 4,000 shares of Invesco Dividend Achievers ETF worth $186K as of Q3 2024.
Annapolis Financial Services left its Invesco Dividend Achievers ETF share count unchanged in Q3 2024.
Invesco Dividend Achievers ETF made up 0.06% of Annapolis Financial Services's portfolio in Q3 2024, its #97 holding.
Annapolis Financial Services first reported a position in Invesco Dividend Achievers ETF in Q4 2020 and has held it in 16 quarters since.
125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.