Almanack Investment Partners’s Invesco Dividend Achievers ETF PFM Stock Holding History

Almanack Investment Partners’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 Q3	–	Sell	-301,245	Closed	-$10.9M	–	542
2021 Q2	$10.9M	Buy	301,245 +280,265	+1,336%	+$10.1M	1.04%	27
2021 Q1	$726K	Buy	+20,980	New	+$700K	0.07%	170

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

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Almanack Investment Partners's PFM Position: Q3 2021 in Review

Almanack Investment Partners sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2021, closing a stake of 301,245 shares — an estimated $10.9M sold.

Almanack Investment Partners first reported a position in PFM in Q1 2021 and held it in 2 quarters. The position peaked at $10.9M in Q2 2021. 104 funds tracked by Wall St. Rank hold PFM as of Q3 2021.

Almanack Investment Partners reported no remaining Invesco Dividend Achievers ETF position as of Q3 2021 after selling out during the quarter.
Almanack Investment Partners sold 301,245 Invesco Dividend Achievers ETF shares in Q3 2021, an estimated $10.9M.
Almanack Investment Partners first reported a position in Invesco Dividend Achievers ETF in Q1 2021 and held it in 2 quarters.
Almanack Investment Partners's Invesco Dividend Achievers ETF position peaked at $10.9M in Q2 2021.
104 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2021.

Based on Almanack Investment Partners's 13F filing for Q3 2021, filed 4 Nov 2021.