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VitalStone Financial’s Invesco Dividend Achievers ETF PFM Stock Holding History

VitalStone Financial’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
Q3 		$7.45K Hold
160
– – 0.01% 296
2024
Q2 		$6.83K Hold
160
– – ﹤0.01% 302
2024
Q1 		$7K Hold
160
– – 0.01% 319
2023
Q4 		$6K Hold
160
– – ﹤0.01% 325
2023
Q3 		$6K Hold
160
– – 0.01% 297
2023
Q2 		$6K Hold
160
– – ﹤0.01% 711
2023
Q1 		$6K Hold
160
– – ﹤0.01% 235
2022
Q4 		$6K Buy
+160
New +$5.72K ﹤0.01% 387

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VitalStone Financial's PFM Position: Q3 2024 in Review

VitalStone Financial held its Invesco Dividend Achievers ETF (PFM) position steady in Q3 2024 at 160 shares worth $7.45K. The position accounts for 0.01% of the portfolio, ranked #296.

VitalStone Financial first reported a position in PFM in Q4 2022 and has held it in 8 quarters since. 125 funds tracked by Wall St. Rank hold PFM as of Q3 2024.

  • VitalStone Financial held 160 shares of Invesco Dividend Achievers ETF worth $7.45K as of Q3 2024.
  • VitalStone Financial left its Invesco Dividend Achievers ETF share count unchanged in Q3 2024.
  • Invesco Dividend Achievers ETF made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #296 holding.
  • VitalStone Financial first reported a position in Invesco Dividend Achievers ETF in Q4 2022 and has held it in 8 quarters since.
  • 125 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.