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

EverSource 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
-800
Closed -$29.2K – 2495
2022
Q4 		$29.2K Buy
+800
New +$28.6K ﹤0.01% 954

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $457M AUM 21.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EverSource Wealth Advisors's PFM Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2023, closing a stake of 800 shares — an estimated $29.2K sold.

EverSource Wealth Advisors first reported a position in PFM in Q4 2022 and held it in 1 quarter. The position peaked at $29.2K in Q4 2022. 125 funds tracked by Wall St. Rank hold PFM as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 800 Invesco Dividend Achievers ETF shares in Q1 2023, an estimated $29.2K.
  • EverSource Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Invesco Dividend Achievers ETF position peaked at $29.2K in Q4 2022.
  • 125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.