Mariner Independent Advisor Network’s Invesco Dividend Achievers ETF PFM Stock Holding History

Mariner Independent Advisor Network’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 Q3	$6.75M	Sell	208,817 -68,147	-25%	-$2.42M	0.29%	76
2022 Q2	$9.67M	Buy	276,964 +18,706	+7%	+$683K	0.41%	54
2022 Q1	$9.91M	Buy	258,258 +65,863	+34%	+$2.51M	0.38%	61
2021 Q4	$7.63M	Sell	192,395 -11,106	-5%	-$426K	0.36%	68
2021 Q3	$7.32M	Sell	203,501 -40,888	-17%	-$1.52M	0.36%	71
2021 Q2	$8.86M	Buy	244,389 +167,211	+217%	+$6.03M	0.4%	54
2021 Q1	$2.67M	Buy	77,178 +28,184	+58%	+$940K	0.14%	157
2020 Q4	$1.61M	Buy	+48,994	New	+$1.56M	0.09%	233

Other funds holding PFM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

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

Mariner Independent Advisor Network's PFM Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Invesco Dividend Achievers ETF (PFM) stake by 25% in Q3 2022, selling an estimated $2.42M and leaving 208,817 shares worth $6.75M. The position accounts for 0.29% of the portfolio, ranked #76.

Mariner Independent Advisor Network first reported a position in PFM in Q4 2020 and has held it in 8 quarters since. The position peaked at $9.91M in Q1 2022. 115 funds tracked by Wall St. Rank hold PFM as of Q3 2022.

Mariner Independent Advisor Network held 208,817 shares of Invesco Dividend Achievers ETF worth $6.75M as of Q3 2022.
Mariner Independent Advisor Network sold 68,147 Invesco Dividend Achievers ETF shares in Q3 2022, an estimated $2.42M.
Invesco Dividend Achievers ETF made up 0.29% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #76 holding.
Mariner Independent Advisor Network first reported a position in Invesco Dividend Achievers ETF in Q4 2020 and has held it in 8 quarters since.
Mariner Independent Advisor Network's Invesco Dividend Achievers ETF position peaked at $9.91M in Q1 2022.
115 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.