Glass Jacobson Investment Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Glass Jacobson Investment 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 Q4	$13.2K	Buy	+425	New	+$13.1K	0.01%	484

Other funds holding PRF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Glass Jacobson Investment Advisors's PRF Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2022: 425 shares worth $13.2K. The stake represents 0.01% of the portfolio and ranks #484 among its holdings.

410 funds tracked by Wall St. Rank hold PRF as of Q4 2022.

Glass Jacobson Investment Advisors held 425 shares of Invesco FTSE RAFI US 1000 ETF worth $13.2K as of Q4 2022.
Invesco FTSE RAFI US 1000 ETF was a new Glass Jacobson Investment Advisors position in Q4 2022.
Invesco FTSE RAFI US 1000 ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #484 holding.
410 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.