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

Tradition 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
2024 Q1	–	Sell	-550	Closed	-$22K	–	957
2023 Q4	$22K	Buy	550 +2	+0.4%	+$75	﹤0.01%	821
2023 Q3	$20K	Buy	548 +3	+0.6%	+$114	﹤0.01%	847
2023 Q2	$21K	Buy	545 +3	+0.6%	+$111	﹤0.01%	869
2023 Q1	$20K	Buy	542 +2	+0.4%	+$73	﹤0.01%	834
2022 Q4	$20K	Buy	540 +3	+0.6%	+$107	﹤0.01%	753
2022 Q3	$17K	Buy	537 +5	+0.9%	+$178	﹤0.01%	800
2022 Q2	$18K	Buy	532 +3	+0.6%	+$110	﹤0.01%	667
2022 Q1	$20K	Buy	+529	New	+$20.2K	﹤0.01%	719

Other funds holding PFM

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tradition Wealth Management's PFM Position: Q1 2024 in Review

Tradition Wealth Management sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2024, closing a stake of 550 shares — an estimated $22K sold.

Tradition Wealth Management first reported a position in PFM in Q1 2022 and held it in 8 quarters. The position peaked at $22K in Q4 2023. 128 funds tracked by Wall St. Rank hold PFM as of Q1 2024.

Tradition Wealth Management reported no remaining Invesco Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 550 Invesco Dividend Achievers ETF shares in Q1 2024, an estimated $22K.
Tradition Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q1 2022 and held it in 8 quarters.
Tradition Wealth Management's Invesco Dividend Achievers ETF position peaked at $22K in Q4 2023.
128 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.