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Financial Architects (New Jersey)’s Invesco Dividend Achievers ETF PFM Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-3,334
Closed -$94K – 619
2020
Q2 		$94K Buy
3,334
+23
+0.7% +$630 0.02% 331
2020
Q1 		$82K Sell
3,311
-1,006
-23% -$29.2K 0.02% 321
2019
Q4 		$133K Buy
4,317
+24
+0.6% +$717 0.03% 292
2019
Q3 		$127K Buy
4,293
+23
+0.5% +$671 0.03% 295
2019
Q2 		$122K Buy
4,270
+16
+0.4% +$450 0.02% 337
2019
Q1 		$118K Buy
4,254
+26
+0.6% +$689 0.02% 423
2018
Q4 		$104K Buy
4,228
+22
+0.5% +$579 0.02% 392
2018
Q3 		$116K Buy
4,206
+29
+0.7% +$780 0.02% 429
2018
Q2 		$107K Buy
4,177
+17
+0.4% +$434 0.02% 392
2018
Q1 		$106K Sell
4,160
-768
-16% -$20.2K 0.02% 441
2017
Q4 		$130K Buy
4,928
+27
+0.6% +$690 0.02% 435
2017
Q3 		$121K Sell
4,901
-1,960
-29% -$47.7K 0.02% 461
2017
Q2 		$165K Buy
6,861
+7
+0.1% +$168 0.03% 358
2017
Q1 		$163K Buy
6,854
+69
+1% +$1.62K 0.03% 340
2016
Q4 		$155K Buy
6,785
+38
+0.6% +$857 0.04% 299
2016
Q3 		$153K Buy
6,747
+45
+0.7% +$1.03K 0.04% 309
2016
Q2 		$152K Buy
6,702
+22
+0.3% +$483 0.04% 298
2016
Q1 		$145K Buy
+6,680
New +$137K 0.05% 228

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Architects (New Jersey)'s PFM Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2020, closing a stake of 3,334 shares — an estimated $94K sold.

Financial Architects (New Jersey) first reported a position in PFM in Q1 2016 and held it in 18 quarters. The position peaked at $165K in Q2 2017. 85 funds tracked by Wall St. Rank hold PFM as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Invesco Dividend Achievers ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 3,334 Invesco Dividend Achievers ETF shares in Q3 2020, an estimated $94K.
  • Financial Architects (New Jersey) first reported a position in Invesco Dividend Achievers ETF in Q1 2016 and held it in 18 quarters.
  • Financial Architects (New Jersey)'s Invesco Dividend Achievers ETF position peaked at $165K in Q2 2017.
  • 85 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.