Ameritas Investment Company’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Ameritas Investment Company’s Portfolio PRF Stock Details PRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-320	Closed	-$9.71K	–	1733
2021 Q1	$9.71K	Buy	+320	New	+$9.19K	﹤0.01%	1539
2020 Q2	–	Sell	-4,900	Closed	-$91K	–	1270
2020 Q1	$91K	Hold	4,900	–	–	0.01%	513
2019 Q4	$124K	Buy	4,900 +1,900	+63%	+$46.3K	0.03%	429
2019 Q3	$71K	Buy	+3,000	New	+$70K	0.01%	578
2019 Q1	–	Sell	-45,180	Closed	-$918K	–	1577
2018 Q4	$918K	Buy	+45,180	New	+$1M	0.2%	104

Other funds holding PRF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Ameritas Investment Company's PRF Position: Q2 2021 in Review

Ameritas Investment Company sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2021, closing a stake of 320 shares — an estimated $9.71K sold.

Ameritas Investment Company first reported a position in PRF in Q4 2018 and held it in 5 quarters. The position peaked at $918K in Q4 2018. 346 funds tracked by Wall St. Rank hold PRF as of Q2 2021.

Ameritas Investment Company reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 320 Invesco FTSE RAFI US 1000 ETF shares in Q2 2021, an estimated $9.71K.
Ameritas Investment Company first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2018 and held it in 5 quarters.
Ameritas Investment Company's Invesco FTSE RAFI US 1000 ETF position peaked at $918K in Q4 2018.
346 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.