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Mariner Wealth Advisors (Madison)’s Invesco Dividend Achievers ETF PFM Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$93K Buy
5,025
+1,730
+53% +$32.3K 0.04% 66
2013
Q2 		$59K Buy
+3,295
New +$60.4K 0.03% 67

Other funds holding PFM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s PFM Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its Invesco Dividend Achievers ETF (PFM) stake by 53% in Q3 2013, buying an estimated $32.3K and bringing the position to 5,025 shares worth $93K. The position accounts for 0.04% of the portfolio, ranked #66.

Mariner Wealth Advisors (Madison) first reported a position in PFM in Q2 2013 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold PFM as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 5,025 shares of Invesco Dividend Achievers ETF worth $93K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 1,730 Invesco Dividend Achievers ETF shares in Q3 2013, an estimated $32.3K.
  • Invesco Dividend Achievers ETF made up 0.04% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #66 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Invesco Dividend Achievers ETF in Q2 2013 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.