V Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

V Wealth 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 Q2	–	Sell	-11,431	Closed	-$395K	–	474
2021 Q1	$395K	Sell	11,431 -26,960	-70%	-$899K	0.07%	293
2020 Q4	$1.26M	Buy	38,391 +18,085	+89%	+$576K	0.26%	101
2020 Q3	$615K	Sell	20,306 -16,209	-44%	-$485K	0.43%	64
2020 Q2	$1.03M	Buy	+36,515	New	+$1,000K	0.27%	92

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 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

V Wealth Advisors's PFM Position: Q2 2021 in Review

V Wealth Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2021, closing a stake of 11,431 shares — an estimated $395K sold.

V Wealth Advisors first reported a position in PFM in Q2 2020 and held it in 4 quarters. The position peaked at $1.26M in Q4 2020. 103 funds tracked by Wall St. Rank hold PFM as of Q2 2021.

V Wealth Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q2 2021 after selling out during the quarter.
V Wealth Advisors sold 11,431 Invesco Dividend Achievers ETF shares in Q2 2021, an estimated $395K.
V Wealth Advisors first reported a position in Invesco Dividend Achievers ETF in Q2 2020 and held it in 4 quarters.
V Wealth Advisors's Invesco Dividend Achievers ETF position peaked at $1.26M in Q4 2020.
103 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2021.

Based on V Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.