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Clear Perspectives Financial Planning’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$16.3K Hold
520
– – 0.01% 122
2022
Q4 		$16.1K Buy
+520
New +$16K 0.01% 133

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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Perspectives Financial Planning's PRF Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2023 at 520 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #122.

Clear Perspectives Financial Planning first reported a position in PRF in Q4 2022 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold PRF as of Q1 2023.

  • Clear Perspectives Financial Planning held 520 shares of Invesco FTSE RAFI US 1000 ETF worth $16.3K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2023.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #122 holding.
  • Clear Perspectives Financial Planning first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2022 and has held it in 2 quarters since.
  • 420 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.