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Salomon & Ludwin’s Invesco Dividend Achievers ETF PFM Stock Holding History

Salomon & Ludwin’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
Q2 		– Sell
-3,253
Closed -$138K – 806
2024
Q1 		$138K Buy
3,253
+17
+0.5% +$697 0.01% 215
2023
Q4 		$118K Hold
3,236
– – 0.01% 209
2023
Q3 		$118K Buy
+3,236
New +$123K 0.01% 209

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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Salomon & Ludwin's PFM Position: Q2 2024 in Review

Salomon & Ludwin sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2024, closing a stake of 3,253 shares — an estimated $138K sold.

Salomon & Ludwin first reported a position in PFM in Q3 2023 and held it in 3 quarters. The position peaked at $138K in Q1 2024. 119 funds tracked by Wall St. Rank hold PFM as of Q2 2024.

  • Salomon & Ludwin reported no remaining Invesco Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 3,253 Invesco Dividend Achievers ETF shares in Q2 2024, an estimated $138K.
  • Salomon & Ludwin first reported a position in Invesco Dividend Achievers ETF in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's Invesco Dividend Achievers ETF position peaked at $138K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.