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Wealthspire Advisors (New York)’s Invesco Dividend Achievers ETF PFM Stock Holding History

Wealthspire Advisors (New York)’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
2019
Q1 		– Sell
-1,400
Closed -$35K – 592
2018
Q4 		$35K Buy
+1,400
New +$36.8K ﹤0.01% 234

Other funds holding PFM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s PFM Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2019, closing a stake of 1,400 shares — an estimated $35K sold.

Wealthspire Advisors (New York) first reported a position in PFM in Q4 2018 and held it in 1 quarter. The position peaked at $35K in Q4 2018. 71 funds tracked by Wall St. Rank hold PFM as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Invesco Dividend Achievers ETF position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,400 Invesco Dividend Achievers ETF shares in Q1 2019, an estimated $35K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Dividend Achievers ETF in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco Dividend Achievers ETF position peaked at $35K in Q4 2018.
  • 71 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.