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Laffer Tengler Investments’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Laffer Tengler Investments’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
Q1 		– Sell
-55
Closed -$1.94K – 483
2023
Q4 		$1.94K Buy
+55
New +$1.8K ﹤0.01% 388

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

Laffer Tengler Investments's PRF Position: Q1 2024 in Review

Laffer Tengler Investments sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2024, closing a stake of 55 shares — an estimated $1.94K sold.

Laffer Tengler Investments first reported a position in PRF in Q4 2023 and held it in 1 quarter. The position peaked at $1.94K in Q4 2023. 485 funds tracked by Wall St. Rank hold PRF as of Q1 2024.

  • Laffer Tengler Investments reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 55 Invesco FTSE RAFI US 1000 ETF shares in Q1 2024, an estimated $1.94K.
  • Laffer Tengler Investments first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and held it in 1 quarter.
  • Laffer Tengler Investments's Invesco FTSE RAFI US 1000 ETF position peaked at $1.94K in Q4 2023.
  • 485 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.