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

LifePlan Financial Group’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
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	553
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	557
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	537
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	538
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	531
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	529
2019 Q1	$1K	Sell	30 -30	-50%	-$662	﹤0.01%	534
2018 Q4	$1K	Hold	60	–	–	﹤0.01%	527
2018 Q3	$1K	Hold	60	–	–	﹤0.01%	526
2018 Q2	$1K	Hold	60	–	–	﹤0.01%	508
2018 Q1	$1K	Buy	+60	New	+$1.37K	﹤0.01%	499

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

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

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BWM

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

LifePlan Financial Group's PRF Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q3 2020 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

LifePlan Financial Group first reported a position in PRF in Q1 2018 and has held it in 11 quarters since. 289 funds tracked by Wall St. Rank hold PRF as of Q3 2020.

LifePlan Financial Group held 30 shares of Invesco FTSE RAFI US 1000 ETF worth $1K as of Q3 2020.
LifePlan Financial Group left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q3 2020.
Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #553 holding.
LifePlan Financial Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2018 and has held it in 11 quarters since.
289 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.