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Simplicity Solutions’s Invesco Dividend Achievers ETF PFM Stock Holding History

Simplicity Solutions’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
-9,911
Closed -$326K – 830
2020
Q4 		$326K Buy
+9,911
New +$315K ﹤0.01% 767
2020
Q3 		– Sell
-30,282
Closed -$854K – 926
2020
Q2 		$854K Buy
30,282
+4,149
+16% +$114K 0.02% 509
2020
Q1 		$644K Buy
+26,133
New +$759K 0.02% 436

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
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 $1.37T 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
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

Simplicity Solutions's PFM Position: Q1 2021 in Review

Simplicity Solutions sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2021, closing a stake of 9,911 shares — an estimated $326K sold.

Simplicity Solutions first reported a position in PFM in Q1 2020 and held it in 3 quarters. The position peaked at $854K in Q2 2020. 106 funds tracked by Wall St. Rank hold PFM as of Q1 2021.

  • Simplicity Solutions reported no remaining Invesco Dividend Achievers ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 9,911 Invesco Dividend Achievers ETF shares in Q1 2021, an estimated $326K.
  • Simplicity Solutions first reported a position in Invesco Dividend Achievers ETF in Q1 2020 and held it in 3 quarters.
  • Simplicity Solutions's Invesco Dividend Achievers ETF position peaked at $854K in Q2 2020.
  • 106 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.