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Parkside Financial Bank & Trust’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		– Sell
-1,220
Closed -$33K – 1709
2020
Q4 		$33K Hold
1,220
– – 0.01% 576
2020
Q3 		$28K Hold
1,220
– – 0.01% 558
2020
Q2 		$26K Buy
+1,220
New +$25.4K 0.01% 569

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Parkside Financial Bank & Trust's PRF Position: Q1 2021 in Review

Parkside Financial Bank & Trust sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2021, closing a stake of 1,220 shares — an estimated $33K sold.

Parkside Financial Bank & Trust first reported a position in PRF in Q2 2020 and held it in 3 quarters. The position peaked at $33K in Q4 2020. 330 funds tracked by Wall St. Rank hold PRF as of Q1 2021.

  • Parkside Financial Bank & Trust reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2021 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 1,220 Invesco FTSE RAFI US 1000 ETF shares in Q1 2021, an estimated $33K.
  • Parkside Financial Bank & Trust first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2020 and held it in 3 quarters.
  • Parkside Financial Bank & Trust's Invesco FTSE RAFI US 1000 ETF position peaked at $33K in Q4 2020.
  • 330 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2021.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2021, filed 10 May 2021.