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Destiny Wealth Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Destiny Wealth Partners’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 		– Sell
-45
Closed -$1.4K – 519
2022
Q4 		$1.4K Hold
45
– – ﹤0.01% 633
2022
Q3 		$1K Hold
45
– – ﹤0.01% 559
2022
Q2 		$1K Hold
45
– – ﹤0.01% 590
2022
Q1 		$2K Hold
45
– – ﹤0.01% 498
2021
Q4 		$2K Hold
45
– – ﹤0.01% 519
2021
Q3 		$1K Buy
+45
New +$1.45K ﹤0.01% 506
2021
Q2 		– Sell
-195
Closed -$6K – 417
2021
Q1 		$6K Hold
195
– – ﹤0.01% 446
2020
Q4 		$5K Buy
+195
New +$4.86K ﹤0.01% 450

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

Destiny Wealth Partners's PRF Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2023, closing a stake of 45 shares — an estimated $1.4K sold.

Destiny Wealth Partners first reported a position in PRF in Q4 2020 and held it in 8 quarters. The position peaked at $6K in Q1 2021. 420 funds tracked by Wall St. Rank hold PRF as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 45 Invesco FTSE RAFI US 1000 ETF shares in Q1 2023, an estimated $1.4K.
  • Destiny Wealth Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2020 and held it in 8 quarters.
  • Destiny Wealth Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $6K in Q1 2021.
  • 420 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.