FinTrust Capital Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

FinTrust Capital 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	-900	Closed	-$32.9K	–	1317
2023 Q2	$32.9K	Hold	900	–	–	0.01%	525
2023 Q1	$32.9K	Hold	900	–	–	0.01%	523
2022 Q4	$32.9K	Buy	+900	New	+$32.2K	0.01%	522

Other funds holding PFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

FinTrust Capital Advisors's PFM Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2023, closing a stake of 900 shares — an estimated $32.9K sold.

FinTrust Capital Advisors first reported a position in PFM in Q4 2022 and held it in 3 quarters. The position peaked at $32.9K in Q2 2023. 125 funds tracked by Wall St. Rank hold PFM as of Q3 2023.

FinTrust Capital Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 900 Invesco Dividend Achievers ETF shares in Q3 2023, an estimated $32.9K.
FinTrust Capital Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2022 and held it in 3 quarters.
FinTrust Capital Advisors's Invesco Dividend Achievers ETF position peaked at $32.9K in Q2 2023.
125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.