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Key Financial Inc’s Invesco Dividend Achievers ETF PFM Stock Holding History

Key Financial Inc’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
-2,849
Closed -$344K – 1370
2024
Q1 		$344K Hold
2,849
– – 0.09% 177
2023
Q4 		$294K Buy
2,849
+1,245
+78% +$46.9K 0.08% 178
2023
Q3 		$119K Hold
1,604
– – 0.04% 260
2023
Q2 		$125K Buy
1,604
+79
+5% +$2.92K 0.04% 260
2023
Q1 		$88.9K Hold
1,525
– – 0.03% 310
2022
Q4 		$57.2K Hold
1,525
– – 0.03% 339
2022
Q3 		$57K Hold
1,525
– – 0.03% 342
2022
Q2 		$64K Hold
1,525
– – 0.03% 316
2022
Q1 		$64K Hold
1,525
– – 0.03% 329
2021
Q4 		$87K Hold
1,525
– – 0.04% 255
2021
Q3 		$70K Hold
1,525
– – 0.04% 289
2021
Q2 		$84K Buy
+1,525
New +$55K 0.05% 260

Other funds holding PFM

LPL Financial
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
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
CA
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
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
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

Key Financial Inc's PFM Position: Q2 2024 in Review

Key Financial Inc sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2024, closing a stake of 2,849 shares — an estimated $344K sold.

Key Financial Inc first reported a position in PFM in Q2 2021 and held it in 12 quarters. The position peaked at $344K in Q1 2024. 119 funds tracked by Wall St. Rank hold PFM as of Q2 2024.

  • Key Financial Inc reported no remaining Invesco Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • Key Financial Inc sold 2,849 Invesco Dividend Achievers ETF shares in Q2 2024, an estimated $344K.
  • Key Financial Inc first reported a position in Invesco Dividend Achievers ETF in Q2 2021 and held it in 12 quarters.
  • Key Financial Inc's Invesco Dividend Achievers ETF position peaked at $344K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2024.

Based on Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.