Aspire Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Aspire Wealth Management’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
2024 Q3	$78.8K	Hold	1,940	–	–	0.04%	127
2024 Q2	$73.6K	Hold	1,940	–	–	0.04%	124
2024 Q1	$74.6K	Hold	1,940	–	–	0.05%	125
2023 Q4	$68.3K	Hold	1,940	–	–	0.05%	117
2023 Q3	$61.7K	Hold	1,940	–	–	0.05%	115
2023 Q2	$63.5K	Hold	1,940	–	–	0.05%	119
2023 Q1	$60.8K	Hold	1,940	–	–	0.05%	119
2022 Q4	$60.2K	Hold	1,940	–	–	0.05%	119
2022 Q3	$54K	Hold	1,940	–	–	0.05%	110
2022 Q2	$58K	Hold	1,940	–	–	0.05%	115
2022 Q1	$66K	Buy	+1,940	New	+$65.6K	0.05%	110

Other funds holding PRF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Aspire Wealth Management's PRF Position: Q3 2024 in Review

Aspire Wealth Management held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q3 2024 at 1,940 shares worth $78.8K. The position accounts for 0.04% of the portfolio, ranked #127.

Aspire Wealth Management first reported a position in PRF in Q1 2022 and has held it in 11 quarters since. 487 funds tracked by Wall St. Rank hold PRF as of Q3 2024.

Aspire Wealth Management held 1,940 shares of Invesco FTSE RAFI US 1000 ETF worth $78.8K as of Q3 2024.
Aspire Wealth Management left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q3 2024.
Invesco FTSE RAFI US 1000 ETF made up 0.04% of Aspire Wealth Management's portfolio in Q3 2024, its #127 holding.
Aspire Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2022 and has held it in 11 quarters since.
487 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.