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Financial Gravity Companies’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Financial Gravity Companies’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
Q4 		$79.1K Hold
1,960
– – 0.02% 233
2024
Q3 		$79.6K Buy
+1,960
New +$76.9K 0.02% 154

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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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Financial Gravity Companies's PRF Position: Q4 2024 in Review

Financial Gravity Companies held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q4 2024 at 1,960 shares worth $79.1K. The position accounts for 0.02% of the portfolio, ranked #233.

Financial Gravity Companies first reported a position in PRF in Q3 2024 and has held it in 2 quarters since. The position peaked at $79.6K in Q3 2024. 511 funds tracked by Wall St. Rank hold PRF as of Q4 2024.

  • Financial Gravity Companies held 1,960 shares of Invesco FTSE RAFI US 1000 ETF worth $79.1K as of Q4 2024.
  • Financial Gravity Companies left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q4 2024.
  • Invesco FTSE RAFI US 1000 ETF made up 0.02% of Financial Gravity Companies's portfolio in Q4 2024, its #233 holding.
  • Financial Gravity Companies first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's Invesco FTSE RAFI US 1000 ETF position peaked at $79.6K in Q3 2024.
  • 511 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.