Retirement Group’s Invesco Dividend Achievers ETF PFM Stock Holding History

Retirement Group’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 Q1	–	Sell	-210	Closed	-$8K	–	805
2021 Q4	$8K	Sell	210 -1,806	-90%	-$69.2K	﹤0.01%	474
2021 Q3	$73K	Sell	2,016 -41	-2%	-$1.52K	0.03%	187
2021 Q2	$75K	Buy	2,057 +8	+0.4%	+$288	0.04%	189
2021 Q1	$71K	Buy	2,049 +259	+14%	+$8.64K	0.03%	231
2020 Q4	$58K	Buy	1,790 +8	+0.4%	+$255	0.03%	244
2020 Q3	$54K	Buy	1,782 +10	+0.6%	+$299	0.03%	230
2020 Q2	$50K	Buy	+1,772	New	+$48.5K	0.03%	233
2019 Q4	$54K	Buy	+1,750	New	+$52.3K	0.04%	225

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

Morgan Stanley New York $1.66T AUM 25.57% 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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

WSTAM

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

Retirement Group's PFM Position: Q1 2022 in Review

Retirement Group sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2022, closing a stake of 210 shares — an estimated $8K sold.

Retirement Group first reported a position in PFM in Q4 2019 and held it in 8 quarters. The position peaked at $75K in Q2 2021. 121 funds tracked by Wall St. Rank hold PFM as of Q1 2022.

Retirement Group reported no remaining Invesco Dividend Achievers ETF position as of Q1 2022 after selling out during the quarter.
Retirement Group sold 210 Invesco Dividend Achievers ETF shares in Q1 2022, an estimated $8K.
Retirement Group first reported a position in Invesco Dividend Achievers ETF in Q4 2019 and held it in 8 quarters.
Retirement Group's Invesco Dividend Achievers ETF position peaked at $75K in Q2 2021.
121 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2022.

Based on Retirement Group's 13F filing for Q1 2022, filed 6 May 2022.