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

Kingsview 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
2022 Q2	–	Sell	-46,348	Closed	-$1.78M	–	896
2022 Q1	$1.78M	Sell	46,348 -448	-1%	-$17.1K	0.08%	255
2021 Q4	$1.86M	Sell	46,796 -899	-2%	-$34.4K	0.08%	259
2021 Q3	$1.72M	Buy	47,695 +2,847	+6%	+$106K	0.08%	256
2021 Q2	$1.64M	Buy	44,848 +32,979	+278%	+$1.19M	0.08%	266
2021 Q1	$413K	Buy	+11,869	New	+$396K	0.02%	553

Other funds holding PFM

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

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

WSTAM

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

Kingsview Wealth Management's PFM Position: Q2 2022 in Review

Kingsview Wealth Management sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2022, closing a stake of 46,348 shares — an estimated $1.78M sold.

Kingsview Wealth Management first reported a position in PFM in Q1 2021 and held it in 5 quarters. The position peaked at $1.86M in Q4 2021. 121 funds tracked by Wall St. Rank hold PFM as of Q2 2022.

Kingsview Wealth Management reported no remaining Invesco Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
Kingsview Wealth Management sold 46,348 Invesco Dividend Achievers ETF shares in Q2 2022, an estimated $1.78M.
Kingsview Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q1 2021 and held it in 5 quarters.
Kingsview Wealth Management's Invesco Dividend Achievers ETF position peaked at $1.86M in Q4 2021.
121 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2022.

Based on Kingsview Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.