First Command Advisory Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

First Command Advisory Services’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 Q3	–	Sell	-140	Closed	-$5.97K	–	527
2024 Q2	$5.97K	Hold	140	–	–	﹤0.01%	387
2024 Q1	$5.96K	Buy	+140	New	+$5.74K	﹤0.01%	387

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

RJA

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

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

First Command Advisory Services's PFM Position: Q3 2024 in Review

First Command Advisory Services sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2024, closing a stake of 140 shares — an estimated $5.97K sold.

First Command Advisory Services first reported a position in PFM in Q1 2024 and held it in 2 quarters. The position peaked at $5.97K in Q2 2024. 125 funds tracked by Wall St. Rank hold PFM as of Q3 2024.

First Command Advisory Services reported no remaining Invesco Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 140 Invesco Dividend Achievers ETF shares in Q3 2024, an estimated $5.97K.
First Command Advisory Services first reported a position in Invesco Dividend Achievers ETF in Q1 2024 and held it in 2 quarters.
First Command Advisory Services's Invesco Dividend Achievers ETF position peaked at $5.97K in Q2 2024.
125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.