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Dixon Hughes Goodman Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$2K Hold
50
– – ﹤0.01% 726
2021
Q4 		$2K Buy
+50
New +$1.67K ﹤0.01% 688

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's PRF Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2022 at 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Dixon Hughes Goodman Wealth Advisors first reported a position in PRF in Q4 2021 and has held it in 2 quarters since. 402 funds tracked by Wall St. Rank hold PRF as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 50 shares of Invesco FTSE RAFI US 1000 ETF worth $2K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2022.
  • Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #726 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2021 and has held it in 2 quarters since.
  • 402 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.