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Coppell Advisory Solutions’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-125
Closed -$4.74K – 1943
2024
Q2 		$4.74K Buy
+125
New +$4.71K ﹤0.01% 1210
2023
Q4 		$4.4K Sell
125
-127
-50% -$4.16K ﹤0.01% 1125
2023
Q3 		$39.1K Sell
252
-823
-77% -$27.2K 0.01% 396
2023
Q2 		$34.9K Buy
+1,075
New +$33.9K 0.01% 460
2023
Q1 		– Sell
-1,260
Closed -$39.1K – 837
2022
Q4 		$39.1K Buy
+1,260
New +$38.8K 0.01% 399

Other funds holding PRF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
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

Coppell Advisory Solutions's PRF Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2024, closing a stake of 125 shares — an estimated $4.74K sold.

Coppell Advisory Solutions first reported a position in PRF in Q4 2022 and held it in 5 quarters. The position peaked at $39.1K in Q3 2023. 487 funds tracked by Wall St. Rank hold PRF as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 125 Invesco FTSE RAFI US 1000 ETF shares in Q3 2024, an estimated $4.74K.
  • Coppell Advisory Solutions first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2022 and held it in 5 quarters.
  • Coppell Advisory Solutions's Invesco FTSE RAFI US 1000 ETF position peaked at $39.1K in Q3 2023.
  • 487 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.