RBC
PFM icon

Romano Brothers & Co’s Invesco Dividend Achievers ETF PFM Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-800
Closed -$29.2K – 772
2022
Q4 		$29.2K Buy
+800
New +$28.6K ﹤0.01% 561

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Romano Brothers & Co's PFM Position: Q1 2023 in Review

Romano Brothers & Co sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2023, closing a stake of 800 shares — an estimated $29.2K sold.

Romano Brothers & Co first reported a position in PFM in Q4 2022 and held it in 1 quarter. The position peaked at $29.2K in Q4 2022. 125 funds tracked by Wall St. Rank hold PFM as of Q1 2023.

  • Romano Brothers & Co reported no remaining Invesco Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 800 Invesco Dividend Achievers ETF shares in Q1 2023, an estimated $29.2K.
  • Romano Brothers & Co first reported a position in Invesco Dividend Achievers ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Invesco Dividend Achievers ETF position peaked at $29.2K in Q4 2022.
  • 125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.