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Hochman Cole Investment Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Hochman Cole Investment Advisors’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
Q3 		$2.16M Sell
59,976
-4,196
-7% -$156K 0.84% 28
2021
Q2 		$2.33M Buy
64,172
+5,171
+9% +$186K 0.93% 25
2021
Q1 		$2.04M Buy
59,001
+18,497
+46% +$617K 0.86% 26
2020
Q4 		$1.33M Buy
+40,504
New +$1.29M 0.57% 35

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Hochman Cole Investment Advisors's PFM Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Invesco Dividend Achievers ETF (PFM) stake by 6.5% in Q3 2021, selling an estimated $156K and leaving 59,976 shares worth $2.16M. The position accounts for 0.84% of the portfolio, ranked #28.

Hochman Cole Investment Advisors first reported a position in PFM in Q4 2020 and has held it in 4 quarters since. The position peaked at $2.33M in Q2 2021. 104 funds tracked by Wall St. Rank hold PFM as of Q3 2021.

  • Hochman Cole Investment Advisors held 59,976 shares of Invesco Dividend Achievers ETF worth $2.16M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 4,196 Invesco Dividend Achievers ETF shares in Q3 2021, an estimated $156K.
  • Invesco Dividend Achievers ETF made up 0.84% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #28 holding.
  • Hochman Cole Investment Advisors first reported a position in Invesco Dividend Achievers ETF in Q4 2020 and has held it in 4 quarters since.
  • Hochman Cole Investment Advisors's Invesco Dividend Achievers ETF position peaked at $2.33M in Q2 2021.
  • 104 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.