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Atria Investments’s Invesco Dividend Achievers ETF PFM Stock Holding History

Atria Investments’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
Q4 		– Sell
-5,764
Closed -$268K – 1952
2024
Q3 		$268K Buy
+5,764
New +$257K ﹤0.01% 1668

Other funds holding PFM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments's PFM Position: Q4 2024 in Review

Atria Investments sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2024, closing a stake of 5,764 shares — an estimated $268K sold.

Atria Investments first reported a position in PFM in Q3 2024 and held it in 1 quarter. The position peaked at $268K in Q3 2024. 133 funds tracked by Wall St. Rank hold PFM as of Q4 2024.

  • Atria Investments reported no remaining Invesco Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 5,764 Invesco Dividend Achievers ETF shares in Q4 2024, an estimated $268K.
  • Atria Investments first reported a position in Invesco Dividend Achievers ETF in Q3 2024 and held it in 1 quarter.
  • Atria Investments's Invesco Dividend Achievers ETF position peaked at $268K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.