Gradient Investments’s Invesco Dividend Achievers ETF PFM Stock Holding History

Gradient Investments’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	-1,512	Closed	-$64.5K	–	1005
2024 Q2	$64.5K	Hold	1,512	–	–	﹤0.01%	456
2024 Q1	$64.4K	Hold	1,512	–	–	﹤0.01%	405
2023 Q4	$60.3K	Hold	1,512	–	–	﹤0.01%	508
2023 Q3	$55.2K	Hold	1,512	–	–	﹤0.01%	485
2023 Q2	$57.8K	Hold	1,512	–	–	﹤0.01%	481
2023 Q1	$55.3K	Hold	1,512	–	–	﹤0.01%	481
2022 Q4	$55.2K	Hold	1,512	–	–	﹤0.01%	484
2022 Q3	$49K	Hold	1,512	–	–	﹤0.01%	485
2022 Q2	$52K	Hold	1,512	–	–	﹤0.01%	467
2022 Q1	$58K	Hold	1,512	–	–	﹤0.01%	448
2021 Q4	$60K	Hold	1,512	–	–	﹤0.01%	450
2021 Q3	$54K	Hold	1,512	–	–	﹤0.01%	471
2021 Q2	$55K	Hold	1,512	–	–	﹤0.01%	457
2021 Q1	$52K	Hold	1,512	–	–	﹤0.01%	458
2020 Q4	$46K	Hold	1,512	–	–	﹤0.01%	416
2020 Q3	$46K	Hold	1,512	–	–	﹤0.01%	419
2020 Q2	$43K	Buy	+1,512	New	+$41.4K	﹤0.01%	406

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

Gradient Investments's PFM Position: Q3 2024 in Review

Gradient Investments sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2024, closing a stake of 1,512 shares — an estimated $64.5K sold.

Gradient Investments first reported a position in PFM in Q2 2020 and held it in 17 quarters. The position peaked at $64.5K in Q2 2024. 125 funds tracked by Wall St. Rank hold PFM as of Q3 2024.

Gradient Investments reported no remaining Invesco Dividend Achievers ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 1,512 Invesco Dividend Achievers ETF shares in Q3 2024, an estimated $64.5K.
Gradient Investments first reported a position in Invesco Dividend Achievers ETF in Q2 2020 and held it in 17 quarters.
Gradient Investments's Invesco Dividend Achievers ETF position peaked at $64.5K in Q2 2024.
125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.