Investors Financial Group’s Invesco Dividend Achievers ETF PFM Stock Holding History

Investors Financial Group’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 Q1	–	Sell	-8,635	Closed	-$343K	–	133
2021 Q4	$343K	Sell	8,635 -1,689	-16%	-$64.7K	0.16%	147
2021 Q3	$371K	Sell	10,324 -9	-0.1%	-$334	0.2%	130
2021 Q2	$375K	Buy	10,333 +931	+10%	+$33.6K	0.2%	127
2021 Q1	$325K	Buy	+9,402	New	+$314K	0.19%	131

Other funds holding PFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RJFSA

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

FAM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WSTAM

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Investors Financial Group's PFM Position: Q1 2022 in Review

Investors Financial Group sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2022, closing a stake of 8,635 shares — an estimated $343K sold.

Investors Financial Group first reported a position in PFM in Q1 2021 and held it in 4 quarters. The position peaked at $375K in Q2 2021. 120 funds tracked by Wall St. Rank hold PFM as of Q1 2022.

Investors Financial Group reported no remaining Invesco Dividend Achievers ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 8,635 Invesco Dividend Achievers ETF shares in Q1 2022, an estimated $343K.
Investors Financial Group first reported a position in Invesco Dividend Achievers ETF in Q1 2021 and held it in 4 quarters.
Investors Financial Group's Invesco Dividend Achievers ETF position peaked at $375K in Q2 2021.
120 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.