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Salem Investment Counselors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Salem Investment Counselors’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
Q1 		– Sell
-1,967
Closed -$78.5K – 1215
2023
Q4 		$78.5K Hold
1,967
– – ﹤0.01% 478
2023
Q3 		$71.9K Hold
1,967
– – ﹤0.01% 467
2023
Q2 		$75.2K Buy
+1,967
New +$72.8K ﹤0.01% 467

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salem Investment Counselors's PFM Position: Q1 2024 in Review

Salem Investment Counselors sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2024, closing a stake of 1,967 shares — an estimated $78.5K sold.

Salem Investment Counselors first reported a position in PFM in Q2 2023 and held it in 3 quarters. The position peaked at $78.5K in Q4 2023. 128 funds tracked by Wall St. Rank hold PFM as of Q1 2024.

  • Salem Investment Counselors reported no remaining Invesco Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 1,967 Invesco Dividend Achievers ETF shares in Q1 2024, an estimated $78.5K.
  • Salem Investment Counselors first reported a position in Invesco Dividend Achievers ETF in Q2 2023 and held it in 3 quarters.
  • Salem Investment Counselors's Invesco Dividend Achievers ETF position peaked at $78.5K in Q4 2023.
  • 128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2024.

Based on Salem Investment Counselors's 13F filing for Q1 2024, filed 11 Apr 2024.