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Retirement Planning Company of New England’s Invesco Dividend Achievers ETF PFM Stock Holding History

Retirement Planning Company of New England’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
-21
Closed – – 695
2021
Q4 		$0 Buy
+21
New +$805 ﹤0.01% 948

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Morgan Stanley
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Invesco
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RJFSA
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FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Planning Company of New England's PFM Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2022, closing a stake of 21 shares.

Retirement Planning Company of New England first reported a position in PFM in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 121 funds tracked by Wall St. Rank hold PFM as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Invesco Dividend Achievers ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 21 Invesco Dividend Achievers ETF shares in Q1 2022.
  • Retirement Planning Company of New England first reported a position in Invesco Dividend Achievers ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Invesco Dividend Achievers ETF position peaked at $0 in Q4 2021.
  • 121 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.