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Heritage Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Heritage Wealth 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
2024
Q3 		– Sell
-116
Closed -$4.4K – 627
2024
Q2 		$4.4K Hold
116
– – ﹤0.01% 455
2024
Q1 		$4.46K Hold
116
– – ﹤0.01% 477
2023
Q4 		$4.08K Buy
+116
New +$3.8K ﹤0.01% 487

Other funds holding PRF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Heritage Wealth Advisors's PRF Position: Q3 2024 in Review

Heritage Wealth Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2024, closing a stake of 116 shares — an estimated $4.4K sold.

Heritage Wealth Advisors first reported a position in PRF in Q4 2023 and held it in 3 quarters. The position peaked at $4.46K in Q1 2024. 487 funds tracked by Wall St. Rank hold PRF as of Q3 2024.

  • Heritage Wealth Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 116 Invesco FTSE RAFI US 1000 ETF shares in Q3 2024, an estimated $4.4K.
  • Heritage Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and held it in 3 quarters.
  • Heritage Wealth Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $4.46K in Q1 2024.
  • 487 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2024.

Based on Heritage Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.