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Avantax Planning Partners’s Invesco Dividend Achievers ETF PFM Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-1,792
Closed -$45K – 1124
2018
Q1 		$45K Buy
+1,792
New +$47K ﹤0.01% 552

Other funds holding PFM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avantax Planning Partners's PFM Position: Q2 2018 in Review

Avantax Planning Partners sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2018, closing a stake of 1,792 shares — an estimated $45K sold.

Avantax Planning Partners first reported a position in PFM in Q1 2018 and held it in 1 quarter. The position peaked at $45K in Q1 2018. 60 funds tracked by Wall St. Rank hold PFM as of Q2 2018.

  • Avantax Planning Partners reported no remaining Invesco Dividend Achievers ETF position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,792 Invesco Dividend Achievers ETF shares in Q2 2018, an estimated $45K.
  • Avantax Planning Partners first reported a position in Invesco Dividend Achievers ETF in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Invesco Dividend Achievers ETF position peaked at $45K in Q1 2018.
  • 60 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.