BPA
PFM icon

Beacon Pointe Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Beacon Pointe 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
2023
Q4 		– Sell
-8,130
Closed -$297K – 1375
2023
Q3 		$297K Buy
+8,130
New +$310K ﹤0.01% 1072
2023
Q2 		– Sell
-8,130
Closed -$298K – 1166
2023
Q1 		$298K Buy
+8,130
New +$298K 0.01% 938

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Beacon Pointe Advisors's PFM Position: Q4 2023 in Review

Beacon Pointe Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2023, closing a stake of 8,130 shares — an estimated $297K sold.

Beacon Pointe Advisors first reported a position in PFM in Q1 2023 and held it in 2 quarters. The position peaked at $298K in Q1 2023. 125 funds tracked by Wall St. Rank hold PFM as of Q4 2023.

  • Beacon Pointe Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 8,130 Invesco Dividend Achievers ETF shares in Q4 2023, an estimated $297K.
  • Beacon Pointe Advisors first reported a position in Invesco Dividend Achievers ETF in Q1 2023 and held it in 2 quarters.
  • Beacon Pointe Advisors's Invesco Dividend Achievers ETF position peaked at $298K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2023.

Based on Beacon Pointe Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.