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

Dogwood 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
2024
Q3 		– Sell
-100
Closed -$3.79K – 606
2024
Q2 		$3.79K Buy
+100
New +$3.77K ﹤0.01% 205

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PNC Financial Services Group
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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

Dogwood Wealth Management's PRF Position: Q3 2024 in Review

Dogwood Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2024, closing a stake of 100 shares — an estimated $3.79K sold.

Dogwood Wealth Management first reported a position in PRF in Q2 2024 and held it in 1 quarter. The position peaked at $3.79K in Q2 2024. 487 funds tracked by Wall St. Rank hold PRF as of Q3 2024.

  • Dogwood Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 100 Invesco FTSE RAFI US 1000 ETF shares in Q3 2024, an estimated $3.79K.
  • Dogwood Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2024 and held it in 1 quarter.
  • Dogwood Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $3.79K in Q2 2024.
  • 487 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2024.

Based on Dogwood Wealth Management's 13F filing for Q3 2024, filed 28 Feb 2025.