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

Eudaimonia 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	$1.84M	Buy	43,234 +4,063	+10%	+$166K	0.98%	27
2023 Q4	$1.56M	Buy	39,171 +5	+0%	+$188	1.01%	25
2023 Q3	$1.43M	Buy	39,166 +1,429	+4%	+$54.5K	1.01%	25
2023 Q2	$1.44M	Buy	37,737 +2,357	+7%	+$87.2K	0.97%	26
2023 Q1	$1.29M	Sell	35,380 -2,600	-7%	-$95.1K	0.87%	29
2022 Q4	$1.39M	Buy	37,980 +2,516	+7%	+$90K	0.94%	29
2022 Q3	$1.15M	Buy	35,464 +185	+0.5%	+$6.58K	0.79%	33
2022 Q2	$1.22M	Buy	35,279 +777	+2%	+$28.4K	0.84%	29
2022 Q1	$1.33M	Buy	34,502 +317	+0.9%	+$12.1K	0.76%	35
2021 Q4	$1.36M	Buy	+34,185	New	+$1.31M	0.8%	31

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

Eudaimonia Advisors's PFM Position: Q1 2024 in Review

Eudaimonia Advisors increased its Invesco Dividend Achievers ETF (PFM) stake by 10% in Q1 2024, buying an estimated $166K and bringing the position to 43,234 shares worth $1.84M. The position accounts for 0.98% of the portfolio, ranked #27.

Eudaimonia Advisors first reported a position in PFM in Q4 2021 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold PFM as of Q1 2024.

Eudaimonia Advisors held 43,234 shares of Invesco Dividend Achievers ETF worth $1.84M as of Q1 2024.
Eudaimonia Advisors bought 4,063 Invesco Dividend Achievers ETF shares in Q1 2024, an estimated $166K.
Invesco Dividend Achievers ETF made up 0.98% of Eudaimonia Advisors's portfolio in Q1 2024, its #27 holding.
Eudaimonia Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2021 and has held it in 10 quarters since.
128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.