Winslow Evans & Crocker’s Invesco Dividend Achievers ETF PFM Stock Holding History

Winslow Evans & Crocker’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	$8K	Hold	250	–	–	﹤0.01%	998
2020 Q3	$8K	Hold	250	–	–	﹤0.01%	799
2020 Q2	$7K	Hold	250	–	–	﹤0.01%	813
2020 Q1	$8K	Hold	250	–	–	﹤0.01%	765
2019 Q4	$8K	Hold	250	–	–	﹤0.01%	880
2019 Q3	$8K	Hold	250	–	–	﹤0.01%	870
2019 Q2	$8K	Hold	250	–	–	﹤0.01%	886
2019 Q1	$8K	Hold	250	–	–	﹤0.01%	876
2018 Q4	$8K	Hold	250	–	–	﹤0.01%	825
2018 Q3	$8K	Hold	250	–	–	﹤0.01%	846
2018 Q2	$8K	Hold	250	–	–	﹤0.01%	851
2018 Q1	$6.35K	Hold	250	–	–	﹤0.01%	877
2017 Q4	$6.61K	Hold	250	–	–	﹤0.01%	886
2017 Q3	$6.16K	Hold	250	–	–	﹤0.01%	905
2017 Q2	$6.03K	Hold	250	–	–	﹤0.01%	1027
2017 Q1	$5.94K	Hold	250	–	–	﹤0.01%	1005
2016 Q4	$5.72K	Hold	250	–	–	﹤0.01%	1011
2016 Q3	$5.67K	Hold	250	–	–	﹤0.01%	1038
2016 Q2	$5.66K	Hold	250	–	–	﹤0.01%	1009
2016 Q1	$5.44K	Hold	250	–	–	﹤0.01%	1007
2015 Q4	$5.14K	Hold	250	–	–	﹤0.01%	1064
2015 Q3	$4.86K	Hold	250	–	–	﹤0.01%	1046
2015 Q2	$5.18K	Hold	250	–	–	﹤0.01%	1075
2015 Q1	$5.33K	Hold	250	–	–	﹤0.01%	1015
2014 Q4	$5.43K	Hold	250	–	–	﹤0.01%	1022
2014 Q3	$5.21K	Hold	250	–	–	﹤0.01%	1082
2014 Q2	$5.25K	Hold	250	–	–	﹤0.01%	1017
2014 Q1	$5.03K	Hold	250	–	–	﹤0.01%	1021
2013 Q4	$5K	Buy	+250	New	+$4.84K	﹤0.01%	1141

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

GLA

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

Winslow Evans & Crocker's PFM Position: Q4 2020 in Review

Winslow Evans & Crocker held its Invesco Dividend Achievers ETF (PFM) position steady in Q4 2020 at 250 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Winslow Evans & Crocker first reported a position in PFM in Q4 2013 and has held it in 29 quarters since. 95 funds tracked by Wall St. Rank hold PFM as of Q4 2020.

Winslow Evans & Crocker held 250 shares of Invesco Dividend Achievers ETF worth $8K as of Q4 2020.
Winslow Evans & Crocker left its Invesco Dividend Achievers ETF share count unchanged in Q4 2020.
Invesco Dividend Achievers ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #998 holding.
Winslow Evans & Crocker first reported a position in Invesco Dividend Achievers ETF in Q4 2013 and has held it in 29 quarters since.
95 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.