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Castleview Partners’s Invesco Dividend Achievers ETF PFM Stock Holding History

Castleview 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
2023
Q3 		– Sell
-1,000
Closed -$38.2K – 747
2023
Q2 		$38.2K Buy
+1,000
New +$37K 0.03% 290

Other funds holding PFM

LPL Financial
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
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
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

Castleview Partners's PFM Position: Q3 2023 in Review

Castleview Partners sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2023, closing a stake of 1,000 shares — an estimated $38.2K sold.

Castleview Partners first reported a position in PFM in Q2 2023 and held it in 1 quarter. The position peaked at $38.2K in Q2 2023. 125 funds tracked by Wall St. Rank hold PFM as of Q3 2023.

  • Castleview Partners reported no remaining Invesco Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 1,000 Invesco Dividend Achievers ETF shares in Q3 2023, an estimated $38.2K.
  • Castleview Partners first reported a position in Invesco Dividend Achievers ETF in Q2 2023 and held it in 1 quarter.
  • Castleview Partners's Invesco Dividend Achievers ETF position peaked at $38.2K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.