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

Pinion 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 Q1	–	Sell	-12,708	Closed	-$418K	–	154
2020 Q4	$418K	Buy	12,708 +1,495	+13%	+$47.6K	0.44%	74
2020 Q3	$316K	Hold	11,213	–	–	0.48%	86
2020 Q2	$316K	Buy	+11,213	New	+$307K	0.48%	86

Other funds holding PFM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 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

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

JMPWA

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

Pinion Investment Advisors's PFM Position: Q1 2021 in Review

Pinion Investment Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2021, closing a stake of 12,708 shares — an estimated $418K sold.

Pinion Investment Advisors first reported a position in PFM in Q2 2020 and held it in 3 quarters. The position peaked at $418K in Q4 2020. 106 funds tracked by Wall St. Rank hold PFM as of Q1 2021.

Pinion Investment Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q1 2021 after selling out during the quarter.
Pinion Investment Advisors sold 12,708 Invesco Dividend Achievers ETF shares in Q1 2021, an estimated $418K.
Pinion Investment Advisors first reported a position in Invesco Dividend Achievers ETF in Q2 2020 and held it in 3 quarters.
Pinion Investment Advisors's Invesco Dividend Achievers ETF position peaked at $418K in Q4 2020.
106 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2021.

Based on Pinion Investment Advisors's 13F filing for Q1 2021, filed 14 May 2021.