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Lenox Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Lenox Wealth Advisors’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 		$50K Hold
1,455
– – 0.01% 250
2021
Q4 		$50K Hold
1,455
– – 0.01% 258
2021
Q3 		$46K Hold
1,455
– – 0.01% 243
2021
Q2 		$47K Buy
+1,455
New +$46.3K 0.01% 242

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 $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Lenox Wealth Advisors's PRF Position: Q1 2022 in Review

Lenox Wealth Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2022 at 1,455 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #250.

Lenox Wealth Advisors first reported a position in PRF in Q2 2021 and has held it in 4 quarters since. 402 funds tracked by Wall St. Rank hold PRF as of Q1 2022.

  • Lenox Wealth Advisors held 1,455 shares of Invesco FTSE RAFI US 1000 ETF worth $50K as of Q1 2022.
  • Lenox Wealth Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2022.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #250 holding.
  • Lenox Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2021 and has held it in 4 quarters since.
  • 402 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.