PSIWM
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Paradigm Strategies in Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Paradigm Strategies in Wealth 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
2021
Q3 		– Sell
-1,090
Closed -$35K – 188
2021
Q2 		$35K Hold
1,090
– – 0.03% 114
2021
Q1 		$33K Buy
+1,090
New +$31.3K 0.03% 120

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Paradigm Strategies in Wealth Management's PRF Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2021, closing a stake of 1,090 shares — an estimated $35K sold.

Paradigm Strategies in Wealth Management first reported a position in PRF in Q1 2021 and held it in 2 quarters. The position peaked at $35K in Q2 2021. 354 funds tracked by Wall St. Rank hold PRF as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 1,090 Invesco FTSE RAFI US 1000 ETF shares in Q3 2021, an estimated $35K.
  • Paradigm Strategies in Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $35K in Q2 2021.
  • 354 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.