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Paladin Wealth’s Invesco Dividend Achievers ETF PFM Stock Holding History

Paladin Wealth’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
Q4 		– Sell
-1,512
Closed -$70.4K – 187
2024
Q3 		$70.4K Buy
+1,512
New +$67.5K 0.06% 128

Other funds holding PFM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paladin Wealth's PFM Position: Q4 2024 in Review

Paladin Wealth sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2024, closing a stake of 1,512 shares — an estimated $70.4K sold.

Paladin Wealth first reported a position in PFM in Q3 2024 and held it in 1 quarter. The position peaked at $70.4K in Q3 2024. 133 funds tracked by Wall St. Rank hold PFM as of Q4 2024.

  • Paladin Wealth reported no remaining Invesco Dividend Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Paladin Wealth sold 1,512 Invesco Dividend Achievers ETF shares in Q4 2024, an estimated $70.4K.
  • Paladin Wealth first reported a position in Invesco Dividend Achievers ETF in Q3 2024 and held it in 1 quarter.
  • Paladin Wealth's Invesco Dividend Achievers ETF position peaked at $70.4K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2024.

Based on Paladin Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.