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Darwin Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Darwin 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
2020
Q2 		– Sell
-655
Closed -$12K – 603
2020
Q1 		$12K Buy
+655
New +$15.2K ﹤0.01% 446

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PNC Financial Services Group
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Darwin Wealth Management's PRF Position: Q2 2020 in Review

Darwin Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2020, closing a stake of 655 shares — an estimated $12K sold.

Darwin Wealth Management first reported a position in PRF in Q1 2020 and held it in 1 quarter. The position peaked at $12K in Q1 2020. 289 funds tracked by Wall St. Rank hold PRF as of Q2 2020.

  • Darwin Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 655 Invesco FTSE RAFI US 1000 ETF shares in Q2 2020, an estimated $12K.
  • Darwin Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $12K in Q1 2020.
  • 289 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.