Patriot Financial Group Insurance Agency’s Invesco Dividend Achievers ETF PFM Stock Holding History

Patriot Financial Group Insurance Agency’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 Q1	–	Sell	-240	Closed	-$7K	–	1687
2019 Q4	$7K	Hold	240	–	–	﹤0.01%	913
2019 Q3	$7K	Hold	240	–	–	﹤0.01%	874
2019 Q2	$7K	Hold	240	–	–	﹤0.01%	876
2019 Q1	$7K	Hold	240	–	–	﹤0.01%	779
2018 Q4	$6K	Sell	240 -626	-72%	-$16.5K	﹤0.01%	705
2018 Q3	$24K	Buy	+866	New	+$23.3K	0.01%	450
2018 Q2	–	Sell	-241	Closed	-$6K	–	831
2018 Q1	$6K	Hold	241	–	–	﹤0.01%	696
2017 Q4	$6K	Hold	241	–	–	﹤0.01%	696
2017 Q3	$6K	Buy	241 +2	+0.8%	+$49	0.01%	670
2017 Q2	$6K	Buy	239 +1	+0.4%	+$24	0.01%	648
2017 Q1	$6K	Hold	238	–	–	0.01%	594
2016 Q4	$5K	Buy	+238	New	+$5.37K	0.01%	575

Other funds holding PFM

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PFM Position: Q1 2020 in Review

Patriot Financial Group Insurance Agency sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2020, closing a stake of 240 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in PFM in Q4 2016 and held it in 12 quarters. The position peaked at $24K in Q3 2018. 67 funds tracked by Wall St. Rank hold PFM as of Q1 2020.

Patriot Financial Group Insurance Agency reported no remaining Invesco Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 240 Invesco Dividend Achievers ETF shares in Q1 2020, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in Invesco Dividend Achievers ETF in Q4 2016 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Invesco Dividend Achievers ETF position peaked at $24K in Q3 2018.
67 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2020, filed 15 Apr 2020.