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Investmark Advisory Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-1,320
Closed -$45K – 297
2021
Q4 		$45K Buy
+1,320
New +$44.1K 0.04% 168

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Investmark Advisory Group's PRF Position: Q1 2022 in Review

Investmark Advisory Group sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2022, closing a stake of 1,320 shares — an estimated $45K sold.

Investmark Advisory Group first reported a position in PRF in Q4 2021 and held it in 1 quarter. The position peaked at $45K in Q4 2021. 402 funds tracked by Wall St. Rank hold PRF as of Q1 2022.

  • Investmark Advisory Group reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 1,320 Invesco FTSE RAFI US 1000 ETF shares in Q1 2022, an estimated $45K.
  • Investmark Advisory Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Invesco FTSE RAFI US 1000 ETF position peaked at $45K in Q4 2021.
  • 402 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.