Kistler-Tiffany Companies’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$96.6K	Hold	2,950	–	–	0.02%	406
2023 Q1	$92.5K	Hold	2,950	–	–	0.02%	359
2022 Q4	$91.5K	Buy	2,950 +1,020	+53%	+$31.4K	0.02%	351
2022 Q3	$54K	Buy	1,930 +430	+29%	+$13.2K	0.01%	373
2022 Q2	$44K	Hold	1,500	–	–	0.01%	389
2022 Q1	$51K	Hold	1,500	–	–	0.01%	392
2021 Q4	$52K	Hold	1,500	–	–	0.01%	373
2021 Q3	$48K	Hold	1,500	–	–	0.01%	373
2021 Q2	$48K	Hold	1,500	–	–	0.01%	369
2021 Q1	$46K	Hold	1,500	–	–	0.01%	347
2020 Q4	$40K	Hold	1,500	–	–	0.01%	327
2020 Q3	$34K	Hold	1,500	–	–	0.01%	322
2020 Q2	$32K	Hold	1,500	–	–	0.01%	304
2020 Q1	$38K	Hold	1,500	–	–	0.01%	285
2019 Q4	$38K	Hold	1,500	–	–	0.01%	291
2019 Q3	$35K	Hold	1,500	–	–	0.01%	296
2019 Q2	$35K	Hold	1,500	–	–	0.01%	295
2019 Q1	$34K	Buy	1,500 +1,150	+329%	+$25.4K	0.01%	285
2018 Q4	$7K	Buy	+350	New	+$7.76K	﹤0.01%	451

Other funds holding PRF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Kistler-Tiffany Companies's PRF Position: Q2 2023 in Review

Kistler-Tiffany Companies held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2023 at 2,950 shares worth $96.6K. The position accounts for 0.02% of the portfolio, ranked #406.

Kistler-Tiffany Companies first reported a position in PRF in Q4 2018 and has held it in 19 quarters since. 428 funds tracked by Wall St. Rank hold PRF as of Q2 2023.

Kistler-Tiffany Companies held 2,950 shares of Invesco FTSE RAFI US 1000 ETF worth $96.6K as of Q2 2023.
Kistler-Tiffany Companies left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2023.
Invesco FTSE RAFI US 1000 ETF made up 0.02% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #406 holding.
Kistler-Tiffany Companies first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2018 and has held it in 19 quarters since.
428 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.