Clearview Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Clearview 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 Q3	–	Sell	-164	Closed	-$6.27K	–	471
2023 Q2	$6.27K	Hold	164	–	–	0.01%	403
2023 Q1	$6K	Hold	164	–	–	0.01%	412
2022 Q4	$5.99K	Hold	164	–	–	﹤0.01%	379
2022 Q3	$5K	Hold	164	–	–	﹤0.01%	414
2022 Q2	$6K	Sell	164 -420	-72%	-$15.3K	﹤0.01%	419
2022 Q1	$22K	Sell	584 -3,124	-84%	-$119K	0.01%	293
2021 Q4	$147K	Buy	3,708 +1,493	+67%	+$57.2K	0.09%	123
2021 Q3	$80K	Buy	2,215 +190	+9%	+$7.05K	0.05%	185
2021 Q2	$73K	Buy	2,025 +914	+82%	+$33K	0.05%	208
2021 Q1	$38K	Buy	1,111 +150	+16%	+$5K	0.02%	258
2020 Q4	$32K	Buy	+961	New	+$30.6K	0.02%	247

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

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

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 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

Clearview Wealth Advisors's PFM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2023, closing a stake of 164 shares — an estimated $6.27K sold.

Clearview Wealth Advisors first reported a position in PFM in Q4 2020 and held it in 11 quarters. The position peaked at $147K in Q4 2021. 125 funds tracked by Wall St. Rank hold PFM as of Q3 2023.

Clearview Wealth Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 164 Invesco Dividend Achievers ETF shares in Q3 2023, an estimated $6.27K.
Clearview Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Invesco Dividend Achievers ETF position peaked at $147K in Q4 2021.
125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.