Flow Traders U.S.’s Invesco Dividend Achievers ETF PFM Stock Holding History

Flow Traders U.S.’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
2022 Q4	–	Sell	-14,423	Closed	-$466K	–	1063
2022 Q3	$466K	Buy	+14,423	New	+$513K	0.03%	522
2021 Q4	–	Sell	-19,764	Closed	-$711K	–	1015
2021 Q3	$711K	Buy	+19,764	New	+$734K	0.03%	595

Other funds holding PFM

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 Atlanta, Georgia $1.02T AUM 30.18% 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 $425M AUM 14.73% 1-Year Est. Return

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

Flow Traders U.S.'s PFM Position: Q4 2022 in Review

Flow Traders U.S. sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2022, closing a stake of 14,423 shares — an estimated $466K sold.

Flow Traders U.S. first reported a position in PFM in Q3 2021 and held it in 2 quarters. The position peaked at $711K in Q3 2021. 123 funds tracked by Wall St. Rank hold PFM as of Q4 2022.

Flow Traders U.S. reported no remaining Invesco Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
Flow Traders U.S. sold 14,423 Invesco Dividend Achievers ETF shares in Q4 2022, an estimated $466K.
Flow Traders U.S. first reported a position in Invesco Dividend Achievers ETF in Q3 2021 and held it in 2 quarters.
Flow Traders U.S.'s Invesco Dividend Achievers ETF position peaked at $711K in Q3 2021.
123 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2022.

Based on Flow Traders U.S.'s 13F filing for Q4 2022, filed 14 Feb 2023.