SignatureFD’s Invesco Dividend Achievers ETF PFM Stock Holding History

SignatureFD’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 Q4	–	Sell	-165	Closed	-$6.03K	–	3233
2023 Q3	$6.03K	Hold	165	–	–	﹤0.01%	2421
2023 Q2	$6.31K	Hold	165	–	–	﹤0.01%	2430
2023 Q1	$6.04K	Hold	165	–	–	﹤0.01%	2436
2022 Q4	$6.03K	Hold	165	–	–	﹤0.01%	2383
2022 Q3	$5K	Buy	+165	New	+$5.87K	﹤0.01%	2452
2016 Q3	–	Sell	-500	Closed	-$11K	–	1622
2016 Q2	$11K	Hold	500	–	–	﹤0.01%	886
2016 Q1	$11K	Buy	+500	New	+$10.2K	﹤0.01%	822

Other funds holding PFM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SignatureFD's PFM Position: Q4 2023 in Review

SignatureFD sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2023, closing a stake of 165 shares — an estimated $6.03K sold.

SignatureFD first reported a position in PFM in Q1 2016 and held it in 7 quarters. The position peaked at $11K in Q2 2016. 125 funds tracked by Wall St. Rank hold PFM as of Q4 2023.

SignatureFD reported no remaining Invesco Dividend Achievers ETF position as of Q4 2023 after selling out during the quarter.
SignatureFD sold 165 Invesco Dividend Achievers ETF shares in Q4 2023, an estimated $6.03K.
SignatureFD first reported a position in Invesco Dividend Achievers ETF in Q1 2016 and held it in 7 quarters.
SignatureFD's Invesco Dividend Achievers ETF position peaked at $11K in Q2 2016.
125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2023.

Based on SignatureFD's 13F filing for Q4 2023, filed 1 Feb 2024.