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Steward Partners Investment Solutions’s Invesco Dividend Achievers ETF PFM Stock Holding History

Steward Partners Investment Solutions’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 		$316K Buy
7,412
+196
+3% +$8.03K 0.05% 205
2023
Q4 		$288K Buy
+7,216
New +$272K 0.12% 118

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Steward Partners Investment Solutions's PFM Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Invesco Dividend Achievers ETF (PFM) stake by 2.7% in Q1 2024, buying an estimated $8.03K and bringing the position to 7,412 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #205.

Steward Partners Investment Solutions first reported a position in PFM in Q4 2023 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold PFM as of Q1 2024.

  • Steward Partners Investment Solutions held 7,412 shares of Invesco Dividend Achievers ETF worth $316K as of Q1 2024.
  • Steward Partners Investment Solutions bought 196 Invesco Dividend Achievers ETF shares in Q1 2024, an estimated $8.03K.
  • Invesco Dividend Achievers ETF made up 0.05% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #205 holding.
  • Steward Partners Investment Solutions first reported a position in Invesco Dividend Achievers ETF in Q4 2023 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.