First Allied Advisory Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-4,868	Closed	-$144K	–	1472
2019 Q3	$144K	Buy	+4,868	New	+$142K	0.01%	1164
2018 Q2	–	Sell	-34,507	Closed	-$884K	–	1223
2018 Q1	$884K	Buy	34,507 +2,227	+7%	+$58.4K	0.03%	480
2017 Q4	$853K	Buy	+32,280	New	+$825K	0.03%	488
2015 Q1	–	Sell	-17,355	Closed	-$377K	–	1118
2014 Q4	$377K	Buy	+17,355	New	+$369K	0.03%	637
2013 Q4	–	Sell	-11,393	Closed	-$213K	–	1028
2013 Q3	$213K	Hold	11,393	–	–	0.01%	860
2013 Q2	$206K	Buy	+11,393	New	+$209K	0.02%	822

Other funds holding PFM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Allied Advisory Services's PFM Position: Q4 2019 in Review

First Allied Advisory Services sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2019, closing a stake of 4,868 shares — an estimated $144K sold.

First Allied Advisory Services first reported a position in PFM in Q2 2013 and held it in 6 quarters. The position peaked at $884K in Q1 2018. 76 funds tracked by Wall St. Rank hold PFM as of Q4 2019.

First Allied Advisory Services reported no remaining Invesco Dividend Achievers ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 4,868 Invesco Dividend Achievers ETF shares in Q4 2019, an estimated $144K.
First Allied Advisory Services first reported a position in Invesco Dividend Achievers ETF in Q2 2013 and held it in 6 quarters.
First Allied Advisory Services's Invesco Dividend Achievers ETF position peaked at $884K in Q1 2018.
76 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.