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G&S Capital’s Invesco Dividend Achievers ETF PFM Stock Holding History

G&S Capital’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
-800
Closed -$19K – 162
2020
Q1 		$19K Buy
+800
New +$23.2K 0.03% 119

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

G&S Capital's PFM Position: Q2 2020 in Review

G&S Capital sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2020, closing a stake of 800 shares — an estimated $19K sold.

G&S Capital first reported a position in PFM in Q1 2020 and held it in 1 quarter. The position peaked at $19K in Q1 2020. 80 funds tracked by Wall St. Rank hold PFM as of Q2 2020.

  • G&S Capital reported no remaining Invesco Dividend Achievers ETF position as of Q2 2020 after selling out during the quarter.
  • G&S Capital sold 800 Invesco Dividend Achievers ETF shares in Q2 2020, an estimated $19K.
  • G&S Capital first reported a position in Invesco Dividend Achievers ETF in Q1 2020 and held it in 1 quarter.
  • G&S Capital's Invesco Dividend Achievers ETF position peaked at $19K in Q1 2020.
  • 80 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2020.

Based on G&S Capital's 13F filing for Q2 2020, filed 24 Jul 2020.