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

Edge 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
2018 Q2	$64K	Buy	2,529 +7	+0.3%	+$179	0.01%	471
2018 Q1	$64K	Buy	2,522 +4	+0.2%	+$105	0.01%	483
2017 Q4	$66K	Buy	2,518 +6	+0.2%	+$153	0.01%	472
2017 Q3	$61K	Sell	2,512 -237	-9%	-$5.77K	0.01%	463
2017 Q2	$66K	Sell	2,749 -1,264	-31%	-$30.4K	0.01%	454
2017 Q1	$95K	Buy	4,013 +3	+0.1%	+$70	0.01%	412
2016 Q4	$91K	Buy	+4,010	New	+$90.4K	0.01%	396

Other funds holding PFM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Edge Advisors's PFM Position: Q2 2018 in Review

Edge Advisors increased its Invesco Dividend Achievers ETF (PFM) stake by 0.28% in Q2 2018, buying an estimated $179 and bringing the position to 2,529 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #471.

Edge Advisors first reported a position in PFM in Q4 2016 and has held it in 7 quarters since. The position peaked at $95K in Q1 2017. 60 funds tracked by Wall St. Rank hold PFM as of Q2 2018.

Edge Advisors held 2,529 shares of Invesco Dividend Achievers ETF worth $64K as of Q2 2018.
Edge Advisors bought 7 Invesco Dividend Achievers ETF shares in Q2 2018, an estimated $179.
Invesco Dividend Achievers ETF made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #471 holding.
Edge Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Invesco Dividend Achievers ETF position peaked at $95K in Q1 2017.
60 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.