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Impact Partnership Wealth’s Invesco Dividend Achievers ETF PFM Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-1,100
Closed -$46.8K – 543
2024
Q1 		$46.8K Hold
1,100
– – 0.02% 332
2023
Q4 		$43.9K Hold
1,100
– – 0.02% 350
2023
Q3 		$40.2K Buy
+1,100
New +$41.9K 0.01% 429

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Impact Partnership Wealth's PFM Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2024, closing a stake of 1,100 shares — an estimated $46.8K sold.

Impact Partnership Wealth first reported a position in PFM in Q3 2023 and held it in 3 quarters. The position peaked at $46.8K in Q1 2024. 119 funds tracked by Wall St. Rank hold PFM as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Invesco Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,100 Invesco Dividend Achievers ETF shares in Q2 2024, an estimated $46.8K.
  • Impact Partnership Wealth first reported a position in Invesco Dividend Achievers ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Invesco Dividend Achievers ETF position peaked at $46.8K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.