BDO Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

BDO Wealth Advisors’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
2019 Q1	–	Sell	-500	Closed	-$12K	–	649
2018 Q4	$12K	Hold	500	–	–	﹤0.01%	394
2018 Q3	$14K	Hold	500	–	–	﹤0.01%	429
2018 Q2	$13K	Buy	+500	New	+$12.8K	﹤0.01%	434

Other funds holding PFM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BDO Wealth Advisors's PFM Position: Q1 2019 in Review

BDO Wealth Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2019, closing a stake of 500 shares — an estimated $12K sold.

BDO Wealth Advisors first reported a position in PFM in Q2 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 71 funds tracked by Wall St. Rank hold PFM as of Q1 2019.

BDO Wealth Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q1 2019 after selling out during the quarter.
BDO Wealth Advisors sold 500 Invesco Dividend Achievers ETF shares in Q1 2019, an estimated $12K.
BDO Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q2 2018 and held it in 3 quarters.
BDO Wealth Advisors's Invesco Dividend Achievers ETF position peaked at $14K in Q3 2018.
71 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2019.

Based on BDO Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.