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Hefty Wealth Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		– Sell
-1,335
Closed -$30K – 270
2017
Q4 		$30K Hold
1,335
– – 0.02% 154
2017
Q3 		$29K Buy
+1,335
New +$27.9K 0.02% 150

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Hefty Wealth Partners's PRF Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2018, closing a stake of 1,335 shares — an estimated $30K sold.

Hefty Wealth Partners first reported a position in PRF in Q3 2017 and held it in 2 quarters. The position peaked at $30K in Q4 2017. 262 funds tracked by Wall St. Rank hold PRF as of Q1 2018.

  • Hefty Wealth Partners reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 1,335 Invesco FTSE RAFI US 1000 ETF shares in Q1 2018, an estimated $30K.
  • Hefty Wealth Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2017 and held it in 2 quarters.
  • Hefty Wealth Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $30K in Q4 2017.
  • 262 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.