Total Clarity Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-414	Closed	-$14K	–	771
2022 Q2	$14K	Buy	+414	New	+$15.1K	0.01%	606
2022 Q1	–	Sell	-414	Closed	-$16K	–	710
2021 Q4	$16K	Buy	414 +60	+17%	+$2.3K	0.01%	604
2021 Q3	$13K	Buy	+354	New	+$13.1K	0.01%	619
2021 Q2	–	Sell	-1,354	Closed	-$47K	–	587
2021 Q1	$47K	Buy	+1,354	New	+$45.2K	0.03%	348
2020 Q1	–	Sell	-1,396	Closed	-$43K	–	471
2019 Q4	$43K	Buy	+1,396	New	+$41.7K	0.03%	287

Other funds holding PFM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

WSTAM

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

APWA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Total Clarity Wealth Management's PFM Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2022, closing a stake of 414 shares — an estimated $14K sold.

Total Clarity Wealth Management first reported a position in PFM in Q4 2019 and held it in 5 quarters. The position peaked at $47K in Q1 2021. 115 funds tracked by Wall St. Rank hold PFM as of Q3 2022.

Total Clarity Wealth Management reported no remaining Invesco Dividend Achievers ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 414 Invesco Dividend Achievers ETF shares in Q3 2022, an estimated $14K.
Total Clarity Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Invesco Dividend Achievers ETF position peaked at $47K in Q1 2021.
115 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.