Arlington Partners’s Invesco Dividend Achievers ETF PFM Stock Holding History

Arlington 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
2020 Q4	–	Sell	-3,180	Closed	-$96K	–	233
2020 Q3	$96K	Sell	3,180 -1,000	-24%	-$29.9K	0.05%	79
2020 Q2	$118K	Hold	4,180	–	–	0.07%	78
2020 Q1	$103K	Buy	+4,180	New	+$121K	0.05%	95

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

Arlington Partners's PFM Position: Q4 2020 in Review

Arlington Partners sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2020, closing a stake of 3,180 shares — an estimated $96K sold.

Arlington Partners first reported a position in PFM in Q1 2020 and held it in 3 quarters. The position peaked at $118K in Q2 2020. 95 funds tracked by Wall St. Rank hold PFM as of Q4 2020.

Arlington Partners reported no remaining Invesco Dividend Achievers ETF position as of Q4 2020 after selling out during the quarter.
Arlington Partners sold 3,180 Invesco Dividend Achievers ETF shares in Q4 2020, an estimated $96K.
Arlington Partners first reported a position in Invesco Dividend Achievers ETF in Q1 2020 and held it in 3 quarters.
Arlington Partners's Invesco Dividend Achievers ETF position peaked at $118K in Q2 2020.
95 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2020.

Based on Arlington Partners's 13F filing for Q4 2020, filed 13 Jan 2021.