PCA
PRF icon

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 $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return