Sargent Bickham Lagudis’s Invesco Dividend Achievers ETF PFM Stock Holding History

Sargent Bickham Lagudis’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
2019 Q1	–	Sell	-120	Closed	-$3K	–	832
2018 Q4	$3K	Buy	+120	New	+$3.16K	﹤0.01%	701

Other funds holding PFM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sargent Bickham Lagudis's PFM Position: Q1 2019 in Review

Sargent Bickham Lagudis sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2019, closing a stake of 120 shares — an estimated $3K sold.

Sargent Bickham Lagudis first reported a position in PFM in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 71 funds tracked by Wall St. Rank hold PFM as of Q1 2019.

Sargent Bickham Lagudis reported no remaining Invesco Dividend Achievers ETF position as of Q1 2019 after selling out during the quarter.
Sargent Bickham Lagudis sold 120 Invesco Dividend Achievers ETF shares in Q1 2019, an estimated $3K.
Sargent Bickham Lagudis first reported a position in Invesco Dividend Achievers ETF in Q4 2018 and held it in 1 quarter.
Sargent Bickham Lagudis's Invesco Dividend Achievers ETF position peaked at $3K in Q4 2018.
71 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2019, filed 13 Sep 2021.