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

Personal 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
Q4 		$450K Sell
14,515
-11,855
-45% -$365K ﹤0.01% 320
2022
Q3 		$732K Buy
26,370
+30
+0.1% +$922 ﹤0.01% 253
2022
Q2 		$781K Sell
26,340
-1,095
-4% -$35.2K ﹤0.01% 247
2022
Q1 		$938K Buy
27,435
+8,325
+44% +$282K ﹤0.01% 252
2021
Q4 		$656K Buy
19,110
+745
+4% +$24.9K ﹤0.01% 293
2021
Q3 		$582K Buy
18,365
+2,570
+16% +$83.1K ﹤0.01% 288
2021
Q2 		$506K Sell
15,795
-1,730
-10% -$55.1K ﹤0.01% 306
2021
Q1 		$532K Buy
17,525
+3,205
+22% +$92K ﹤0.01% 297
2020
Q4 		$381K Buy
14,320
+1,340
+10% +$33.4K ﹤0.01% 338
2020
Q3 		$295K Buy
12,980
+2,080
+19% +$47.6K ﹤0.01% 331
2020
Q2 		$236K Sell
10,900
-2,490
-19% -$51.9K ﹤0.01% 325
2020
Q1 		$248K Sell
13,390
-4,790
-26% -$111K ﹤0.01% 307
2019
Q4 		$461K Buy
+18,180
New +$443K ﹤0.01% 272

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Personal Capital Advisors's PRF Position: Q4 2022 in Review

Personal Capital Advisors reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 45% in Q4 2022, selling an estimated $365K and leaving 14,515 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Personal Capital Advisors first reported a position in PRF in Q4 2019 and has held it in 13 quarters since. The position peaked at $938K in Q1 2022. 410 funds tracked by Wall St. Rank hold PRF as of Q4 2022.

  • Personal Capital Advisors held 14,515 shares of Invesco FTSE RAFI US 1000 ETF worth $450K as of Q4 2022.
  • Personal Capital Advisors sold 11,855 Invesco FTSE RAFI US 1000 ETF shares in Q4 2022, an estimated $365K.
  • Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #320 holding.
  • Personal Capital Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2019 and has held it in 13 quarters since.
  • Personal Capital Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $938K in Q1 2022.
  • 410 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.