LF
PRF icon

Lee Financial’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Lee Financial’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
Q3 		– Sell
-105
Closed -$3K – 973
2022
Q2 		$3K Buy
+105
New +$3.37K ﹤0.01% 642
2019
Q3 		– Sell
-725
Closed -$17K – 529
2019
Q2 		$17K Hold
725
– – ﹤0.01% 278
2019
Q1 		$16K Buy
+725
New +$16K ﹤0.01% 277

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Lee Financial's PRF Position: Q3 2022 in Review

Lee Financial sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2022, closing a stake of 105 shares — an estimated $3K sold.

Lee Financial first reported a position in PRF in Q1 2019 and held it in 3 quarters. The position peaked at $17K in Q2 2019. 392 funds tracked by Wall St. Rank hold PRF as of Q3 2022.

  • Lee Financial reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 105 Invesco FTSE RAFI US 1000 ETF shares in Q3 2022, an estimated $3K.
  • Lee Financial first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2019 and held it in 3 quarters.
  • Lee Financial's Invesco FTSE RAFI US 1000 ETF position peaked at $17K in Q2 2019.
  • 392 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.