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Dynamic Advisor Solutions’s Invesco Dividend Achievers ETF PFM Stock Holding History

Dynamic Advisor Solutions’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
-11,175
Closed -$387K – 798
2021
Q1 		$387K Buy
11,175
+4,905
+78% +$164K 0.04% 438
2020
Q4 		$206K Buy
+6,270
New +$200K 0.02% 596

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
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
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

Dynamic Advisor Solutions's PFM Position: Q2 2021 in Review

Dynamic Advisor Solutions sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2021, closing a stake of 11,175 shares — an estimated $387K sold.

Dynamic Advisor Solutions first reported a position in PFM in Q4 2020 and held it in 2 quarters. The position peaked at $387K in Q1 2021. 103 funds tracked by Wall St. Rank hold PFM as of Q2 2021.

  • Dynamic Advisor Solutions reported no remaining Invesco Dividend Achievers ETF position as of Q2 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,175 Invesco Dividend Achievers ETF shares in Q2 2021, an estimated $387K.
  • Dynamic Advisor Solutions first reported a position in Invesco Dividend Achievers ETF in Q4 2020 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Invesco Dividend Achievers ETF position peaked at $387K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2021, filed 10 Aug 2021.