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Aspire Private Capital’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Aspire Private Capital’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
2020
Q1 		– Sell
-410
Closed -$10K – 427
2019
Q4 		$10K Hold
410
– – ﹤0.01% 268
2019
Q3 		$10K Hold
410
– – ﹤0.01% 253
2019
Q2 		$10K Sell
410
-345
-46% -$7.93K ﹤0.01% 270
2019
Q1 		$17K Hold
755
– – 0.01% 290
2018
Q4 		$15K Buy
+755
New +$16.7K 0.01% 283

Other funds holding PRF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Aspire Private Capital's PRF Position: Q1 2020 in Review

Aspire Private Capital sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2020, closing a stake of 410 shares — an estimated $10K sold.

Aspire Private Capital first reported a position in PRF in Q4 2018 and held it in 5 quarters. The position peaked at $17K in Q1 2019. 297 funds tracked by Wall St. Rank hold PRF as of Q1 2020.

  • Aspire Private Capital reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2020 after selling out during the quarter.
  • Aspire Private Capital sold 410 Invesco FTSE RAFI US 1000 ETF shares in Q1 2020, an estimated $10K.
  • Aspire Private Capital first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2018 and held it in 5 quarters.
  • Aspire Private Capital's Invesco FTSE RAFI US 1000 ETF position peaked at $17K in Q1 2019.
  • 297 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2020.

Based on Aspire Private Capital's 13F filing for Q1 2020, filed 14 May 2020.