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Cetera Advisor Networks’s Invesco Dividend Achievers ETF PFM Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$1.61M Buy
37,867
+2,481
+7% +$102K 0.01% 1144
2023
Q4 		$1.41M Buy
35,386
+1,964
+6% +$74K 0.01% 1157
2023
Q3 		$1.22M Buy
33,422
+2,260
+7% +$86.1K 0.01% 1153
2023
Q2 		$1.19M Sell
31,162
-12,018
-28% -$445K 0.01% 1153
2023
Q1 		$1.58M Buy
43,180
+8,881
+26% +$325K 0.01% 956
2022
Q4 		$1.25M Buy
34,299
+1,450
+4% +$51.8K 0.01% 1052
2022
Q3 		$1.06M Buy
32,849
+3,367
+11% +$120K 0.01% 852
2022
Q2 		$1.02M Buy
29,482
+1,072
+4% +$39.2K 0.01% 879
2022
Q1 		$1.09M Buy
28,410
+4,455
+19% +$170K 0.01% 871
2021
Q4 		$952K Buy
23,955
+17,429
+267% +$668K 0.01% 928
2021
Q3 		$235K Sell
6,526
-1,105
-14% -$41K ﹤0.01% 1697
2021
Q2 		$277K Buy
7,631
+392
+5% +$14.1K ﹤0.01% 1549
2021
Q1 		$250K Sell
7,239
-3
-0% -$100 0.01% 1247
2020
Q4 		$238K Buy
7,242
+16
+0.2% +$509 0.01% 1176
2020
Q3 		$219K Sell
7,226
-3,891
-35% -$116K 0.01% 1097
2020
Q2 		$313K Buy
11,117
+18
+0.2% +$493 0.01% 885
2020
Q1 		$274K Sell
11,099
-718
-6% -$20.8K 0.01% 844
2019
Q4 		$362K Buy
11,817
+18
+0.2% +$538 0.01% 864
2019
Q3 		$348K Sell
11,799
-1,183
-9% -$34.5K 0.01% 860
2019
Q2 		$372K Buy
12,982
+841
+7% +$23.6K 0.01% 805
2019
Q1 		$336K Buy
12,141
+2,769
+30% +$73.4K 0.01% 819
2018
Q4 		$233K Sell
9,372
-1,463
-14% -$38.5K 0.01% 870
2018
Q3 		$300K Buy
10,835
+1,051
+11% +$28.3K 0.01% 869
2018
Q2 		$252K Buy
9,784
+12
+0.1% +$307 0.01% 707
2018
Q1 		$248K Buy
9,772
+621
+7% +$16.3K 0.01% 735
2017
Q4 		$243K Buy
9,151
+451
+5% +$11.5K 0.01% 826
2017
Q3 		$213K Sell
8,700
-989
-10% -$24.1K 0.01% 827
2017
Q2 		$233K Sell
9,689
-987
-9% -$23.8K 0.01% 784
2017
Q1 		$254K Sell
10,676
-1,998
-16% -$46.9K 0.01% 753
2016
Q4 		$290K Sell
12,674
-16,630
-57% -$375K 0.02% 663
2016
Q3 		$664K Buy
29,304
+9,034
+45% +$207K 0.03% 491
2016
Q2 		$462K Buy
20,270
+306
+2% +$6.72K 0.03% 480
2016
Q1 		$437K Sell
19,964
-9,197
-32% -$188K 0.03% 483
2015
Q4 		$598K Sell
29,161
-9,114
-24% -$188K 0.04% 377
2015
Q3 		$745K Sell
38,275
-8,839
-19% -$180K 0.05% 325
2015
Q2 		$1M Hold
47,114
– – 0.06% 282
2015
Q1 		$1M Buy
47,114
+4,922
+12% +$106K 0.06% 283
2014
Q4 		$918K Sell
42,192
-795
-2% -$16.9K 0.06% 292
2014
Q3 		$898K Sell
42,987
-8,596
-17% -$180K 0.06% 307
2014
Q2 		$1.08M Buy
51,583
+1,004
+2% +$20.6K 0.07% 284
2014
Q1 		$1.01M Sell
50,579
-15,200
-23% -$297K 0.07% 279
2013
Q4 		$1.31M Buy
65,779
+2,579
+4% +$49.9K 0.1% 212
2013
Q3 		$1.18M Sell
63,200
-2,300
-4% -$42.9K 0.1% 202
2013
Q2 		$1.18M Buy
+65,500
New +$1.2M 0.12% 181

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Advisor Networks's PFM Position: Q1 2024 in Review

Cetera Advisor Networks increased its Invesco Dividend Achievers ETF (PFM) stake by 7% in Q1 2024, buying an estimated $102K and bringing the position to 37,867 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #1144.

Cetera Advisor Networks first reported a position in PFM in Q2 2013 and has held it in 44 quarters since. 128 funds tracked by Wall St. Rank hold PFM as of Q1 2024.

  • Cetera Advisor Networks held 37,867 shares of Invesco Dividend Achievers ETF worth $1.61M as of Q1 2024.
  • Cetera Advisor Networks bought 2,481 Invesco Dividend Achievers ETF shares in Q1 2024, an estimated $102K.
  • Invesco Dividend Achievers ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1144 holding.
  • Cetera Advisor Networks first reported a position in Invesco Dividend Achievers ETF in Q2 2013 and has held it in 44 quarters since.
  • 128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.