Betterment LLC’s Invesco Dividend Achievers ETF PFM Stock Holding History

Betterment LLC’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 Q2	–	Sell	-5,928	Closed	-$217K	–	289
2023 Q1	$217K	Buy	+5,928	New	+$217K	﹤0.01%	258

Other funds holding PFM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Betterment LLC's PFM Position: Q2 2023 in Review

Betterment LLC sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2023, closing a stake of 5,928 shares — an estimated $217K sold.

Betterment LLC first reported a position in PFM in Q1 2023 and held it in 1 quarter. The position peaked at $217K in Q1 2023. 123 funds tracked by Wall St. Rank hold PFM as of Q2 2023.

Betterment LLC reported no remaining Invesco Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
Betterment LLC sold 5,928 Invesco Dividend Achievers ETF shares in Q2 2023, an estimated $217K.
Betterment LLC first reported a position in Invesco Dividend Achievers ETF in Q1 2023 and held it in 1 quarter.
Betterment LLC's Invesco Dividend Achievers ETF position peaked at $217K in Q1 2023.
123 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2023.

Based on Betterment LLC's 13F filing for Q2 2023, filed 7 Aug 2023.