UAG
PFM icon

United Advisor Group’s Invesco Dividend Achievers ETF PFM Stock Holding History

United Advisor Group’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
Q2 		– Sell
-8,349
Closed -$355K – 276
2024
Q1 		$355K Hold
8,349
– – 0.13% 145
2023
Q4 		$333K Buy
+8,349
New +$315K 0.4% 43

Other funds holding PFM

LPL Financial
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
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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

United Advisor Group's PFM Position: Q2 2024 in Review

United Advisor Group sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2024, closing a stake of 8,349 shares — an estimated $355K sold.

United Advisor Group first reported a position in PFM in Q4 2023 and held it in 2 quarters. The position peaked at $355K in Q1 2024. 119 funds tracked by Wall St. Rank hold PFM as of Q2 2024.

  • United Advisor Group reported no remaining Invesco Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • United Advisor Group sold 8,349 Invesco Dividend Achievers ETF shares in Q2 2024, an estimated $355K.
  • United Advisor Group first reported a position in Invesco Dividend Achievers ETF in Q4 2023 and held it in 2 quarters.
  • United Advisor Group's Invesco Dividend Achievers ETF position peaked at $355K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2024.

Based on United Advisor Group's 13F filing for Q2 2024, filed 8 Aug 2024.