GWMIA
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Global Wealth Management Investment Advisory’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q2 		– Sell
-1,500
Closed -$34K – 763
2019
Q1 		$34K Buy
+1,500
New +$33.1K 0.02% 250

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Global Wealth Management Investment Advisory's PRF Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2019, closing a stake of 1,500 shares — an estimated $34K sold.

Global Wealth Management Investment Advisory first reported a position in PRF in Q1 2019 and held it in 1 quarter. The position peaked at $34K in Q1 2019. 295 funds tracked by Wall St. Rank hold PRF as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,500 Invesco FTSE RAFI US 1000 ETF shares in Q2 2019, an estimated $34K.
  • Global Wealth Management Investment Advisory first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Invesco FTSE RAFI US 1000 ETF position peaked at $34K in Q1 2019.
  • 295 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.