PWM
PFM icon

Provident Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Provident Wealth Management’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
Q4 		– Sell
-848
Closed -$26K – 209
2020
Q3 		$26K Hold
848
– – 0.03% 123
2020
Q2 		$24K Buy
+848
New +$23.2K 0.03% 59

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Provident Wealth Management's PFM Position: Q4 2020 in Review

Provident Wealth Management sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2020, closing a stake of 848 shares — an estimated $26K sold.

Provident Wealth Management first reported a position in PFM in Q2 2020 and held it in 2 quarters. The position peaked at $26K in Q3 2020. 95 funds tracked by Wall St. Rank hold PFM as of Q4 2020.

  • Provident Wealth Management reported no remaining Invesco Dividend Achievers ETF position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 848 Invesco Dividend Achievers ETF shares in Q4 2020, an estimated $26K.
  • Provident Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q2 2020 and held it in 2 quarters.
  • Provident Wealth Management's Invesco Dividend Achievers ETF position peaked at $26K in Q3 2020.
  • 95 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.