Sowa Financial Group’s Invesco Dividend Achievers ETF PFM Stock Holding History

Sowa Financial Group’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 Q3	–	Sell	-130	Closed	-$4K	–	316
2020 Q2	$4K	Hold	130	–	–	﹤0.01%	283
2020 Q1	$3K	Hold	130	–	–	﹤0.01%	293
2019 Q4	$4K	Buy	+130	New	+$3.88K	﹤0.01%	292

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

GLA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sowa Financial Group's PFM Position: Q3 2020 in Review

Sowa Financial Group sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2020, closing a stake of 130 shares — an estimated $4K sold.

Sowa Financial Group first reported a position in PFM in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 85 funds tracked by Wall St. Rank hold PFM as of Q3 2020.

Sowa Financial Group reported no remaining Invesco Dividend Achievers ETF position as of Q3 2020 after selling out during the quarter.
Sowa Financial Group sold 130 Invesco Dividend Achievers ETF shares in Q3 2020, an estimated $4K.
Sowa Financial Group first reported a position in Invesco Dividend Achievers ETF in Q4 2019 and held it in 3 quarters.
Sowa Financial Group's Invesco Dividend Achievers ETF position peaked at $4K in Q2 2020.
85 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.