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

Janiczek 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
2024 Q2	$38.7K	Hold	906	–	–	0.01%	444
2024 Q1	$38.6K	Hold	906	–	–	0.01%	449
2023 Q4	$36.1K	Hold	906	–	–	0.01%	446
2023 Q3	$33.1K	Hold	906	–	–	0.01%	435
2023 Q2	$34.6K	Hold	906	–	–	0.01%	370
2023 Q1	$33.5K	Hold	906	–	–	0.01%	362
2022 Q4	$34K	Hold	906	–	–	0.01%	365
2022 Q3	$30K	Hold	906	–	–	0.01%	384
2022 Q2	$33K	Hold	906	–	–	0.01%	375
2022 Q1	$35K	Hold	906	–	–	0.01%	368
2021 Q4	$36K	Hold	906	–	–	0.01%	371
2021 Q3	$33K	Hold	906	–	–	0.01%	360
2021 Q2	$33K	Hold	906	–	–	0.01%	331
2021 Q1	$31K	Hold	906	–	–	0.01%	320
2020 Q4	$30K	Hold	906	–	–	0.01%	282
2020 Q3	$27K	Hold	906	–	–	0.01%	135
2020 Q2	$26K	Buy	+906	New	+$24.8K	0.01%	107

Other funds holding PFM

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

RJFSA

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

RJA

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

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

AWS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Janiczek Wealth Management's PFM Position: Q2 2024 in Review

Janiczek Wealth Management held its Invesco Dividend Achievers ETF (PFM) position steady in Q2 2024 at 906 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #444.

Janiczek Wealth Management first reported a position in PFM in Q2 2020 and has held it in 17 quarters since. 119 funds tracked by Wall St. Rank hold PFM as of Q2 2024.

Janiczek Wealth Management held 906 shares of Invesco Dividend Achievers ETF worth $38.7K as of Q2 2024.
Janiczek Wealth Management left its Invesco Dividend Achievers ETF share count unchanged in Q2 2024.
Invesco Dividend Achievers ETF made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #444 holding.
Janiczek Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q2 2020 and has held it in 17 quarters since.
119 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.