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Bradley & Co Private Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Bradley & Co Private 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
Q1 		– Sell
-525
Closed -$18.5K – 197
2023
Q4 		$18.5K Buy
+525
New +$17.2K 0.02% 99

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bradley & Co Private Wealth Management's PRF Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2024, closing a stake of 525 shares — an estimated $18.5K sold.

Bradley & Co Private Wealth Management first reported a position in PRF in Q4 2023 and held it in 1 quarter. The position peaked at $18.5K in Q4 2023. 485 funds tracked by Wall St. Rank hold PRF as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 525 Invesco FTSE RAFI US 1000 ETF shares in Q1 2024, an estimated $18.5K.
  • Bradley & Co Private Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $18.5K in Q4 2023.
  • 485 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.