Claraphi Advisory Network’s Invesco Dividend Achievers ETF PFM Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-900	Closed	-$22K	–	929
2020 Q1	$22K	Buy	+900	New	+$26.1K	0.01%	620
2019 Q4	–	Sell	-900	Closed	-$27K	–	345
2019 Q3	$27K	Buy	+900	New	+$26.2K	0.02%	298

Other funds holding PFM

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JMPWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Claraphi Advisory Network's PFM Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2020, closing a stake of 900 shares — an estimated $22K sold.

Claraphi Advisory Network first reported a position in PFM in Q3 2019 and held it in 2 quarters. The position peaked at $27K in Q3 2019. 80 funds tracked by Wall St. Rank hold PFM as of Q2 2020.

Claraphi Advisory Network reported no remaining Invesco Dividend Achievers ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 900 Invesco Dividend Achievers ETF shares in Q2 2020, an estimated $22K.
Claraphi Advisory Network first reported a position in Invesco Dividend Achievers ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's Invesco Dividend Achievers ETF position peaked at $27K in Q3 2019.
80 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.