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Squar Milner Financial Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-2,785
Closed -$71K – 835
2018
Q2 		$71K Buy
+2,785
New +$71.2K 0.06% 289

Other funds holding PFM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Squar Milner Financial Services's PFM Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2018, closing a stake of 2,785 shares — an estimated $71K sold.

Squar Milner Financial Services first reported a position in PFM in Q2 2018 and held it in 1 quarter. The position peaked at $71K in Q2 2018. 59 funds tracked by Wall St. Rank hold PFM as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Invesco Dividend Achievers ETF position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,785 Invesco Dividend Achievers ETF shares in Q3 2018, an estimated $71K.
  • Squar Milner Financial Services first reported a position in Invesco Dividend Achievers ETF in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Invesco Dividend Achievers ETF position peaked at $71K in Q2 2018.
  • 59 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.