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Pillar Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Pillar Wealth 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
2024
Q3 		– Sell
-15,760
Closed -$598K – 49
2024
Q2 		$598K Hold
15,760
– – 0.72% 35
2024
Q1 		$606K Hold
15,760
– – 0.46% 41
2023
Q4 		$555K Hold
15,760
– – 0.43% 48
2023
Q3 		$501K Hold
15,760
– – 0.43% 45
2023
Q2 		$516K Hold
15,760
– – 0.43% 46
2023
Q1 		$494K Hold
15,760
– – 0.49% 38
2022
Q4 		$489K Hold
15,760
– – 0.47% 41
2022
Q3 		$437K Hold
15,760
– – 0.44% 37
2022
Q2 		$467K Hold
15,760
– – 0.48% 35
2022
Q1 		$539K Hold
15,760
– – 0.52% 31
2021
Q4 		$541K Buy
+15,760
New +$527K 0.51% 31

Other funds holding PRF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $432B AUM 30.22% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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 $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pillar Wealth Advisors's PRF Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2024, closing a stake of 15,760 shares — an estimated $598K sold.

Pillar Wealth Advisors first reported a position in PRF in Q4 2021 and held it in 11 quarters. The position peaked at $606K in Q1 2024. 487 funds tracked by Wall St. Rank hold PRF as of Q3 2024.

  • Pillar Wealth Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • Pillar Wealth Advisors sold 15,760 Invesco FTSE RAFI US 1000 ETF shares in Q3 2024, an estimated $598K.
  • Pillar Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2021 and held it in 11 quarters.
  • Pillar Wealth Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $606K in Q1 2024.
  • 487 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.