Pacific Center for Financial Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

Pacific Center for Financial Services’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
2023 Q4	–	Sell	-245	Closed	-$8.95K	–	401
2023 Q3	$8.95K	Sell	245 -287	-54%	-$10.9K	﹤0.01%	293
2023 Q2	$20.3K	Sell	532 -300	-36%	-$11.1K	0.01%	228
2023 Q1	$30.5K	Buy	+832	New	+$30.4K	0.01%	199
2022 Q3	$37K	Sell	1,137 -287	-20%	-$10.2K	0.01%	179
2022 Q2	$49K	Sell	1,424 -250	-15%	-$9.13K	0.02%	157
2022 Q1	$64K	Hold	1,674	–	–	0.02%	148
2021 Q4	$67K	Hold	1,674	–	–	0.03%	146
2021 Q3	$60K	Hold	1,674	–	–	0.03%	146
2021 Q2	$61K	Hold	1,674	–	–	0.03%	142
2021 Q1	$58K	Hold	1,674	–	–	0.03%	140
2020 Q4	$55K	Hold	1,674	–	–	0.02%	140
2020 Q3	$51K	Hold	1,674	–	–	0.02%	118
2020 Q2	$47K	Hold	1,674	–	–	0.02%	114
2020 Q1	$41K	Sell	1,674 -2,480	-60%	-$72K	0.03%	113
2019 Q4	$128K	Hold	4,154	–	–	0.06%	78
2019 Q3	$123K	Hold	4,154	–	–	0.06%	77
2019 Q2	$119K	Hold	4,154	–	–	0.06%	73
2019 Q1	$115K	Hold	4,154	–	–	0.06%	76
2018 Q4	$103K	Hold	4,154	–	–	0.06%	73
2018 Q3	$114K	Hold	4,154	–	–	0.06%	76
2018 Q2	$107K	Hold	4,154	–	–	0.06%	74
2018 Q1	$105K	Hold	4,154	–	–	0.06%	73
2017 Q4	$110K	Hold	4,154	–	–	0.07%	72
2017 Q3	$102K	Hold	4,154	–	–	0.07%	74
2017 Q2	$100K	Hold	4,154	–	–	0.07%	73
2017 Q1	$99K	Hold	4,154	–	–	0.07%	72
2016 Q4	$95K	Buy	+4,154	New	+$93.7K	0.07%	72

Other funds holding PFM

LPL Financial San Diego, California $377B AUM 19.32% 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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

WSTAM

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

RJFSA

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Pacific Center for Financial Services's PFM Position: Q4 2023 in Review

Pacific Center for Financial Services sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2023, closing a stake of 245 shares — an estimated $8.95K sold.

Pacific Center for Financial Services first reported a position in PFM in Q4 2016 and held it in 27 quarters. The position peaked at $128K in Q4 2019. 125 funds tracked by Wall St. Rank hold PFM as of Q4 2023.

Pacific Center for Financial Services reported no remaining Invesco Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
Pacific Center for Financial Services sold 245 Invesco Dividend Achievers ETF shares in Q4 2023, an estimated $8.95K.
Pacific Center for Financial Services first reported a position in Invesco Dividend Achievers ETF in Q4 2016 and held it in 27 quarters.
Pacific Center for Financial Services's Invesco Dividend Achievers ETF position peaked at $128K in Q4 2019.
125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2023.

Based on Pacific Center for Financial Services's 13F filing for Q4 2023, filed 20 Feb 2024.