Cetera Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Cetera 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
2024 Q1	$389K	Buy	9,137 +2,104	+30%	+$86.2K	﹤0.01%	1770
2023 Q4	$281K	Sell	7,033 -115	-2%	-$4.33K	﹤0.01%	1465
2023 Q3	$261K	Hold	7,148	–	–	﹤0.01%	1396
2023 Q2	$273K	Buy	7,148 +369	+5%	+$13.7K	﹤0.01%	1354
2023 Q1	$248K	Buy	6,779 +241	+4%	+$8.82K	﹤0.01%	1383
2022 Q4	$239K	Hold	6,538	–	–	﹤0.01%	1351
2022 Q3	$211K	Hold	6,538	–	–	0.01%	1117
2022 Q2	$226K	Hold	6,538	–	–	0.01%	1177
2022 Q1	$251K	Hold	6,538	–	–	0.01%	1193
2021 Q4	$260K	Sell	6,538 -185	-3%	-$7.09K	0.01%	1189
2021 Q3	$242K	Buy	6,723 +185	+3%	+$6.87K	﹤0.01%	1216
2021 Q2	$237K	Sell	6,538 -23	-0.4%	-$829	0.01%	1156
2021 Q1	$227K	Buy	+6,561	New	+$219K	0.01%	1088
2020 Q1	–	Sell	-7,819	Closed	-$240K	–	922
2019 Q4	$240K	Buy	7,819 +5	+0.1%	+$149	0.01%	797
2019 Q3	$230K	Buy	7,814 +5	+0.1%	+$146	0.01%	779
2019 Q2	$225K	Buy	7,809 +1,115	+17%	+$31.4K	0.01%	816
2019 Q1	$186K	Buy	+6,694	New	+$177K	0.01%	799

Other funds holding PFM

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Advisors's PFM Position: Q1 2024 in Review

Cetera Advisors increased its Invesco Dividend Achievers ETF (PFM) stake by 30% in Q1 2024, buying an estimated $86.2K and bringing the position to 9,137 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Cetera Advisors first reported a position in PFM in Q1 2019 and has held it in 17 quarters since. 128 funds tracked by Wall St. Rank hold PFM as of Q1 2024.

Cetera Advisors held 9,137 shares of Invesco Dividend Achievers ETF worth $389K as of Q1 2024.
Cetera Advisors bought 2,104 Invesco Dividend Achievers ETF shares in Q1 2024, an estimated $86.2K.
Invesco Dividend Achievers ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1770 holding.
Cetera Advisors first reported a position in Invesco Dividend Achievers ETF in Q1 2019 and has held it in 17 quarters since.
128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2024.

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