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B. Riley Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

B. Riley Wealth Advisors’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
2022
Q1 		– Sell
-5,920
Closed -$204K – 1475
2021
Q4 		$204K Buy
+5,920
New +$198K 0.01% 1262
2021
Q3 		– Sell
-6,315
Closed -$203K – 1454
2021
Q2 		$203K Sell
6,315
-3,710
-37% -$118K 0.01% 1211
2021
Q1 		$304K Buy
+10,025
New +$288K 0.01% 993

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

B. Riley Wealth Advisors's PRF Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2022, closing a stake of 5,920 shares — an estimated $204K sold.

B. Riley Wealth Advisors first reported a position in PRF in Q1 2021 and held it in 3 quarters. The position peaked at $304K in Q1 2021. 402 funds tracked by Wall St. Rank hold PRF as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,920 Invesco FTSE RAFI US 1000 ETF shares in Q1 2022, an estimated $204K.
  • B. Riley Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2021 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $304K in Q1 2021.
  • 402 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.