Aspire Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Aspire Wealth Management’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	$399K	Buy	8,562 +12	+0.1%	+$536	0.21%	71
2024 Q2	$365K	Buy	8,550 +15	+0.2%	+$631	0.21%	75
2024 Q1	$363K	Buy	8,535 +13	+0.2%	+$533	0.22%	70
2023 Q4	$340K	Buy	8,522 +18	+0.2%	+$678	0.23%	64
2023 Q3	$311K	Buy	8,504 +17	+0.2%	+$648	0.24%	65
2023 Q2	$324K	Buy	8,487 +15	+0.2%	+$555	0.25%	62
2023 Q1	$310K	Buy	8,472 +16	+0.2%	+$585	0.25%	65
2022 Q4	$309K	Buy	8,456 +17	+0.2%	+$608	0.27%	62
2022 Q3	$273K	Buy	8,439 +36	+0.4%	+$1.28K	0.26%	63
2022 Q2	$290K	Buy	8,403 +16	+0.2%	+$585	0.27%	67
2022 Q1	$322K	Buy	8,387 +18	+0.2%	+$686	0.25%	64
2021 Q4	$333K	Buy	+8,369	New	+$321K	0.27%	60

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

Aspire Wealth Management's PFM Position: Q3 2024 in Review

Aspire Wealth Management increased its Invesco Dividend Achievers ETF (PFM) stake by 0.14% in Q3 2024, buying an estimated $536 and bringing the position to 8,562 shares worth $399K. The position accounts for 0.21% of the portfolio, ranked #71.

Aspire Wealth Management first reported a position in PFM in Q4 2021 and has held it in 12 quarters since. 125 funds tracked by Wall St. Rank hold PFM as of Q3 2024.

Aspire Wealth Management held 8,562 shares of Invesco Dividend Achievers ETF worth $399K as of Q3 2024.
Aspire Wealth Management bought 12 Invesco Dividend Achievers ETF shares in Q3 2024, an estimated $536.
Invesco Dividend Achievers ETF made up 0.21% of Aspire Wealth Management's portfolio in Q3 2024, its #71 holding.
Aspire Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q4 2021 and has held it in 12 quarters since.
125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.