Allred Capital Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Allred Capital 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
2021 Q2	–	Sell	-1,710	Closed	-$59.2K	–	603
2021 Q1	$59.2K	Buy	+1,710	New	+$57K	0.03%	353
2020 Q1	–	Sell	-1,710	Closed	-$52.4K	–	551
2019 Q4	$52.4K	Buy	+1,710	New	+$51.1K	0.03%	332

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 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

Allred Capital Management's PFM Position: Q2 2021 in Review

Allred Capital Management sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2021, closing a stake of 1,710 shares — an estimated $59.2K sold.

Allred Capital Management first reported a position in PFM in Q4 2019 and held it in 2 quarters. The position peaked at $59.2K in Q1 2021. 103 funds tracked by Wall St. Rank hold PFM as of Q2 2021.

Allred Capital Management reported no remaining Invesco Dividend Achievers ETF position as of Q2 2021 after selling out during the quarter.
Allred Capital Management sold 1,710 Invesco Dividend Achievers ETF shares in Q2 2021, an estimated $59.2K.
Allred Capital Management first reported a position in Invesco Dividend Achievers ETF in Q4 2019 and held it in 2 quarters.
Allred Capital Management's Invesco Dividend Achievers ETF position peaked at $59.2K in Q1 2021.
103 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.