BFG
PRF icon

Baron Financial Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Baron Financial Group’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
Q3 		– Sell
-780
Closed -$23.1K – 158
2022
Q2 		$23.1K Hold
780
– – 0.02% 119
2022
Q1 		$26.7K Hold
780
– – 0.02% 124
2021
Q4 		$26.8K Sell
780
-775
-50% -$25.9K 0.02% 126
2021
Q3 		$49.3K Hold
1,555
– – 0.03% 88
2021
Q2 		$49.9K Buy
1,555
+230
+17% +$7.32K 0.03% 88
2021
Q1 		$40.2K Hold
1,325
– – 0.03% 104
2020
Q4 		$35.3K Hold
1,325
– – 0.03% 105
2020
Q3 		$30.2K Buy
+1,325
New +$30.3K 0.03% 112

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Baron Financial Group's PRF Position: Q3 2022 in Review

Baron Financial Group sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2022, closing a stake of 780 shares — an estimated $23.1K sold.

Baron Financial Group first reported a position in PRF in Q3 2020 and held it in 8 quarters. The position peaked at $49.9K in Q2 2021. 392 funds tracked by Wall St. Rank hold PRF as of Q3 2022.

  • Baron Financial Group reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 780 Invesco FTSE RAFI US 1000 ETF shares in Q3 2022, an estimated $23.1K.
  • Baron Financial Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Invesco FTSE RAFI US 1000 ETF position peaked at $49.9K in Q2 2021.
  • 392 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.