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Lakewood Asset Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Lakewood Asset Management’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
Q1 		– Sell
-2,900
Closed -$90K – 249
2022
Q4 		$90K Buy
+2,900
New +$89.2K 0.07% 143

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lakewood Asset Management's PRF Position: Q1 2023 in Review

Lakewood Asset Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2023, closing a stake of 2,900 shares — an estimated $90K sold.

Lakewood Asset Management first reported a position in PRF in Q4 2022 and held it in 1 quarter. The position peaked at $90K in Q4 2022. 420 funds tracked by Wall St. Rank hold PRF as of Q1 2023.

  • Lakewood Asset Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 2,900 Invesco FTSE RAFI US 1000 ETF shares in Q1 2023, an estimated $90K.
  • Lakewood Asset Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Invesco FTSE RAFI US 1000 ETF position peaked at $90K in Q4 2022.
  • 420 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.