GSEP
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Golden State Equity Partners’s Invesco Dividend Achievers ETF PFM Stock Holding History

Golden State Equity Partners’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 		– Hold
0
– – – 806
2023
Q4 		– Sell
-48,115
Closed -$1.76M – 378
2023
Q3 		$1.76M Buy
48,115
+47,983
+36,351% +$1.83M 0.49% 50
2023
Q2 		$5.05K Buy
+132
New +$4.88K ﹤0.01% 374

Other funds holding PFM

LPL Financial
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
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
CA
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Golden State Equity Partners's PFM Position: Q3 2024 in Review

Golden State Equity Partners held its Invesco Dividend Achievers ETF (PFM) position steady in Q3 2024 at 0 shares worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Golden State Equity Partners first reported a position in PFM in Q2 2023 and has held it in 2 quarters since. The position peaked at $1.76M in Q3 2023. 125 funds tracked by Wall St. Rank hold PFM as of Q3 2024.

  • Golden State Equity Partners held 0 shares of Invesco Dividend Achievers ETF worth $72 as of Q3 2024.
  • Golden State Equity Partners left its Invesco Dividend Achievers ETF share count unchanged in Q3 2024.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q3 2024, its #806 holding.
  • Golden State Equity Partners first reported a position in Invesco Dividend Achievers ETF in Q2 2023 and has held it in 2 quarters since.
  • Golden State Equity Partners's Invesco Dividend Achievers ETF position peaked at $1.76M in Q3 2023.
  • 125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2024.

Based on Golden State Equity Partners's 13F filing for Q3 2024, filed 25 Oct 2024.