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CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
Q1 		– Sell
-18,396
Closed -$672K – 202
2022
Q4 		$672K Buy
+18,396
New +$658K 0.03% 153
2022
Q3 		– Sell
-11,011
Closed -$380K – 142
2022
Q2 		$380K Buy
+11,011
New +$402K 0.02% 170

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's PFM Position: Q1 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2023, closing a stake of 18,396 shares — an estimated $672K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PFM in Q2 2022 and held it in 2 quarters. The position peaked at $672K in Q4 2022. 125 funds tracked by Wall St. Rank hold PFM as of Q1 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 18,396 Invesco Dividend Achievers ETF shares in Q1 2023, an estimated $672K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q2 2022 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Invesco Dividend Achievers ETF position peaked at $672K in Q4 2022.
  • 125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.