Permit Capital Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Permit Capital 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	$3.53M	Buy	+102,085	New	+$3.45M	1.36%	22

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 $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Permit Capital Advisors's PRF Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2022: 102,085 shares worth $3.53M. The stake represents 1.36% of the portfolio and ranks #22 among its holdings.

402 funds tracked by Wall St. Rank hold PRF as of Q1 2022.

Permit Capital Advisors held 102,085 shares of Invesco FTSE RAFI US 1000 ETF worth $3.53M as of Q1 2022.
Invesco FTSE RAFI US 1000 ETF was a new Permit Capital Advisors position in Q1 2022.
Invesco FTSE RAFI US 1000 ETF made up 1.36% of Permit Capital Advisors's portfolio in Q1 2022, its #22 holding.
402 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.