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

Western 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
Q2 		– Sell
-5,668
Closed -$218K – 833
2022
Q1 		$218K Buy
+5,668
New +$216K 0.01% 767

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
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
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
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Western Wealth Management's PFM Position: Q2 2022 in Review

Western Wealth Management sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2022, closing a stake of 5,668 shares — an estimated $218K sold.

Western Wealth Management first reported a position in PFM in Q1 2022 and held it in 1 quarter. The position peaked at $218K in Q1 2022. 121 funds tracked by Wall St. Rank hold PFM as of Q2 2022.

  • Western Wealth Management reported no remaining Invesco Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
  • Western Wealth Management sold 5,668 Invesco Dividend Achievers ETF shares in Q2 2022, an estimated $218K.
  • Western Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q1 2022 and held it in 1 quarter.
  • Western Wealth Management's Invesco Dividend Achievers ETF position peaked at $218K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2022.

Based on Western Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.