IFP Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-3	Closed	-$1K	–	4151
2022 Q4	$1K	Hold	3	–	–	﹤0.01%	4436
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	4638
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	4412
2022 Q1	$1K	Buy	+3	New	+$114	﹤0.01%	4410
2019 Q1	–	Sell	-3,041	Closed	-$75K	–	3122
2018 Q4	$75K	Buy	3,041 +172	+6%	+$4.53K	﹤0.01%	1360
2018 Q3	$79K	Hold	2,869	–	–	﹤0.01%	1625
2018 Q2	$74K	Sell	2,869 -926	-24%	-$23.7K	﹤0.01%	1677
2018 Q1	$100K	Hold	3,795	–	–	﹤0.01%	1387
2017 Q4	$100K	Hold	3,795	–	–	﹤0.01%	1399
2017 Q3	$93K	Hold	3,795	–	–	﹤0.01%	1598
2017 Q2	$92K	Hold	3,795	–	–	﹤0.01%	1570
2017 Q1	$90K	Sell	3,795 -1,298	-25%	-$30.5K	﹤0.01%	1550
2016 Q4	$117K	Sell	5,093 -3	-0.1%	-$68	0.01%	1354
2016 Q3	$115K	Hold	5,096	–	–	0.01%	1290
2016 Q2	$115K	Buy	+5,096	New	+$112K	0.01%	1251
2016 Q1	–	Sell	-8,533	Closed	-$175K	–	3119
2015 Q4	$175K	Buy	+8,533	New	+$176K	0.01%	895

Other funds holding PFM

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

IFP Advisors's PFM Position: Q1 2023 in Review

IFP Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2023, closing a stake of 3 shares — an estimated $1K sold.

IFP Advisors first reported a position in PFM in Q4 2015 and held it in 16 quarters. The position peaked at $175K in Q4 2015. 125 funds tracked by Wall St. Rank hold PFM as of Q1 2023.

IFP Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 3 Invesco Dividend Achievers ETF shares in Q1 2023, an estimated $1K.
IFP Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2015 and held it in 16 quarters.
IFP Advisors's Invesco Dividend Achievers ETF position peaked at $175K in Q4 2015.
125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.