SB
PFM icon

Strategic Blueprint’s Invesco Dividend Achievers ETF PFM Stock Holding History

Strategic Blueprint’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
2021
Q3 		– Sell
-760
Closed -$28K – 1057
2021
Q2 		$28K Buy
+760
New +$27.4K ﹤0.01% 741

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 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
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Strategic Blueprint's PFM Position: Q3 2021 in Review

Strategic Blueprint sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2021, closing a stake of 760 shares — an estimated $28K sold.

Strategic Blueprint first reported a position in PFM in Q2 2021 and held it in 1 quarter. The position peaked at $28K in Q2 2021. 104 funds tracked by Wall St. Rank hold PFM as of Q3 2021.

  • Strategic Blueprint reported no remaining Invesco Dividend Achievers ETF position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 760 Invesco Dividend Achievers ETF shares in Q3 2021, an estimated $28K.
  • Strategic Blueprint first reported a position in Invesco Dividend Achievers ETF in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's Invesco Dividend Achievers ETF position peaked at $28K in Q2 2021.
  • 104 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.