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

Insight 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 Q3	–	Sell	-6,436	Closed	-$246K	–	291
2023 Q2	$246K	Sell	6,436 -2,663	-29%	-$98.6K	0.06%	242
2023 Q1	$333K	Sell	9,099 -2,633	-22%	-$96.3K	0.08%	207
2022 Q4	$428K	Sell	11,732 -965	-8%	-$34.5K	0.15%	186
2022 Q3	$411K	Sell	12,697 -400	-3%	-$14.2K	0.16%	168
2022 Q2	$479K	Hold	13,097	–	–	0.16%	159
2022 Q1	$504K	Sell	13,097 -3,236	-20%	-$123K	0.15%	172
2021 Q4	$649K	Sell	16,333 -7,365	-31%	-$282K	0.19%	129
2021 Q3	$915K	Sell	23,698 -5,681	-19%	-$211K	0.27%	100
2021 Q2	$1.09M	Sell	29,379 -1,122	-4%	-$40.5K	0.34%	74
2021 Q1	$1.09M	Sell	30,501 -1,701	-5%	-$56.7K	0.35%	72
2020 Q4	$1.06M	Buy	+32,202	New	+$1.02M	0.4%	67

Other funds holding PFM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 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

WSTAM

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

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Insight Advisors's PFM Position: Q3 2023 in Review

Insight Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2023, closing a stake of 6,436 shares — an estimated $246K sold.

Insight Advisors first reported a position in PFM in Q4 2020 and held it in 11 quarters. The position peaked at $1.09M in Q1 2021. 125 funds tracked by Wall St. Rank hold PFM as of Q3 2023.

Insight Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
Insight Advisors sold 6,436 Invesco Dividend Achievers ETF shares in Q3 2023, an estimated $246K.
Insight Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2020 and held it in 11 quarters.
Insight Advisors's Invesco Dividend Achievers ETF position peaked at $1.09M in Q1 2021.
125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2023.

Based on Insight Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.