Advisory Alpha’s Invesco Dividend Achievers ETF PFM Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-475	Closed	-$15K	–	496
2020 Q3	$15K	Buy	+475	New	+$14.2K	﹤0.01%	367
2020 Q2	–	Sell	-1,750	Closed	-$46.5K	–	462
2020 Q1	$46.5K	Sell	1,750 -350	-17%	-$10.2K	0.01%	216
2019 Q4	$65K	Sell	2,100 -100	-5%	-$2.99K	0.02%	244
2019 Q3	$63.7K	Buy	+2,200	New	+$64.1K	0.02%	217
2019 Q2	–	Sell	-2,200	Closed	-$61.3K	–	489
2019 Q1	$61.3K	Buy	+2,200	New	+$58.3K	0.02%	206

Other funds holding PFM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Advisory Alpha's PFM Position: Q4 2020 in Review

Advisory Alpha sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2020, closing a stake of 475 shares — an estimated $15K sold.

Advisory Alpha first reported a position in PFM in Q1 2019 and held it in 5 quarters. The position peaked at $65K in Q4 2019. 95 funds tracked by Wall St. Rank hold PFM as of Q4 2020.

Advisory Alpha reported no remaining Invesco Dividend Achievers ETF position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 475 Invesco Dividend Achievers ETF shares in Q4 2020, an estimated $15K.
Advisory Alpha first reported a position in Invesco Dividend Achievers ETF in Q1 2019 and held it in 5 quarters.
Advisory Alpha's Invesco Dividend Achievers ETF position peaked at $65K in Q4 2019.
95 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.