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Hatton Consulting’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Hatton Consulting’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
2021
Q3 		$523K Hold
16,505
– – 0.39% 24
2021
Q2 		$529K Buy
16,505
+2,950
+22% +$93.9K 0.41% 25
2021
Q1 		$411K Buy
+13,555
New +$389K 0.38% 24

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 $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Hatton Consulting's PRF Position: Q3 2021 in Review

Hatton Consulting held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q3 2021 at 16,505 shares worth $523K. The position accounts for 0.39% of the portfolio, ranked #24.

Hatton Consulting first reported a position in PRF in Q1 2021 and has held it in 3 quarters since. The position peaked at $529K in Q2 2021. 354 funds tracked by Wall St. Rank hold PRF as of Q3 2021.

  • Hatton Consulting held 16,505 shares of Invesco FTSE RAFI US 1000 ETF worth $523K as of Q3 2021.
  • Hatton Consulting left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q3 2021.
  • Invesco FTSE RAFI US 1000 ETF made up 0.39% of Hatton Consulting's portfolio in Q3 2021, its #24 holding.
  • Hatton Consulting first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2021 and has held it in 3 quarters since.
  • Hatton Consulting's Invesco FTSE RAFI US 1000 ETF position peaked at $529K in Q2 2021.
  • 354 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.