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MOTCO’s Invesco Dividend Achievers ETF PFM Stock Holding History

MOTCO’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
-402
Closed -$17.1K – 760
2024
Q1 		$17.1K Hold
402
– – ﹤0.01% 487
2023
Q4 		$16K Hold
402
– – ﹤0.01% 457
2023
Q3 		$14.7K Hold
402
– – ﹤0.01% 478
2023
Q2 		$15.4K Hold
402
– – ﹤0.01% 470
2023
Q1 		$14.7K Buy
+402
New +$14.7K ﹤0.01% 436

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

MOTCO's PFM Position: Q2 2024 in Review

MOTCO sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2024, closing a stake of 402 shares — an estimated $17.1K sold.

MOTCO first reported a position in PFM in Q1 2023 and held it in 5 quarters. The position peaked at $17.1K in Q1 2024. 119 funds tracked by Wall St. Rank hold PFM as of Q2 2024.

  • MOTCO reported no remaining Invesco Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • MOTCO sold 402 Invesco Dividend Achievers ETF shares in Q2 2024, an estimated $17.1K.
  • MOTCO first reported a position in Invesco Dividend Achievers ETF in Q1 2023 and held it in 5 quarters.
  • MOTCO's Invesco Dividend Achievers ETF position peaked at $17.1K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2024.

Based on MOTCO's 13F filing for Q2 2024, filed 7 Aug 2024.