Horizon Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Horizon Wealth Management’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 Q2	–	Sell	-150,291	Closed	-$5.78M	–	117
2022 Q1	$5.78M	Buy	+150,291	New	+$5.73M	1.8%	16

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

FAM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

Horizon Wealth Management's PFM Position: Q2 2022 in Review

Horizon Wealth Management sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2022, closing a stake of 150,291 shares — an estimated $5.78M sold.

Horizon Wealth Management first reported a position in PFM in Q1 2022 and held it in 1 quarter. The position peaked at $5.78M in Q1 2022. 121 funds tracked by Wall St. Rank hold PFM as of Q2 2022.

Horizon Wealth Management reported no remaining Invesco Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
Horizon Wealth Management sold 150,291 Invesco Dividend Achievers ETF shares in Q2 2022, an estimated $5.78M.
Horizon Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q1 2022 and held it in 1 quarter.
Horizon Wealth Management's Invesco Dividend Achievers ETF position peaked at $5.78M in Q1 2022.
121 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2022.

Based on Horizon Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.