First Personal Financial Services’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

First Personal Financial Services’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	$97.5K	Hold	2,400	–	–	0.02%	164
2024 Q2	$91.1K	Hold	2,400	–	–	0.02%	162
2024 Q1	$92.3K	Hold	2,400	–	–	0.02%	156
2023 Q4	$84.5K	Hold	2,400	–	–	0.02%	170
2023 Q3	$76.4K	Hold	2,400	–	–	0.02%	172
2023 Q2	$78.6K	Hold	2,400	–	–	0.02%	174
2023 Q1	$75.3K	Sell	2,400 -520	-18%	-$16.5K	0.02%	174
2022 Q4	$90.6K	Hold	2,920	–	–	0.02%	161
2022 Q3	$81K	Hold	2,920	–	–	0.02%	158
2022 Q2	$87K	Hold	2,920	–	–	0.02%	143
2022 Q1	$100K	Sell	2,920 -580	-17%	-$19.6K	0.02%	146
2021 Q4	$120K	Hold	3,500	–	–	0.03%	141
2021 Q3	$111K	Sell	3,500 -550	-14%	-$17.8K	0.03%	146
2021 Q2	$130K	Hold	4,050	–	–	0.03%	139
2021 Q1	$123K	Hold	4,050	–	–	0.03%	136
2020 Q4	$108K	Sell	4,050 -1,300	-24%	-$32.4K	0.03%	141
2020 Q3	$122K	Sell	5,350 -425	-7%	-$9.73K	0.04%	132
2020 Q2	$125K	Sell	5,775 -1,380	-19%	-$28.8K	0.04%	131
2020 Q1	$132K	Buy	+7,155	New	+$166K	0.05%	128

Other funds holding PRF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Personal Financial Services's PRF Position: Q3 2024 in Review

First Personal Financial Services held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q3 2024 at 2,400 shares worth $97.5K. The position accounts for 0.02% of the portfolio, ranked #164.

First Personal Financial Services first reported a position in PRF in Q1 2020 and has held it in 19 quarters since. The position peaked at $132K in Q1 2020. 487 funds tracked by Wall St. Rank hold PRF as of Q3 2024.

First Personal Financial Services held 2,400 shares of Invesco FTSE RAFI US 1000 ETF worth $97.5K as of Q3 2024.
First Personal Financial Services left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q3 2024.
Invesco FTSE RAFI US 1000 ETF made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #164 holding.
First Personal Financial Services first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2020 and has held it in 19 quarters since.
First Personal Financial Services's Invesco FTSE RAFI US 1000 ETF position peaked at $132K in Q1 2020.
487 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.