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Pittenger & Anderson Inc’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Pittenger & Anderson Inc’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
2023
Q2 		– Sell
-1,300
Closed -$40.8K – 484
2023
Q1 		$40.8K Sell
1,300
-1,200
-48% -$38K ﹤0.01% 287
2022
Q4 		$77.6K Hold
2,500
– – ﹤0.01% 254
2022
Q3 		$69K Hold
2,500
– – ﹤0.01% 254
2022
Q2 		$74K Sell
2,500
-425
-15% -$13.7K ﹤0.01% 253
2022
Q1 		$100K Buy
+2,925
New +$98.9K ﹤0.01% 250

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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

Pittenger & Anderson Inc's PRF Position: Q2 2023 in Review

Pittenger & Anderson Inc sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2023, closing a stake of 1,300 shares — an estimated $40.8K sold.

Pittenger & Anderson Inc first reported a position in PRF in Q1 2022 and held it in 5 quarters. The position peaked at $100K in Q1 2022. 428 funds tracked by Wall St. Rank hold PRF as of Q2 2023.

  • Pittenger & Anderson Inc reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2023 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 1,300 Invesco FTSE RAFI US 1000 ETF shares in Q2 2023, an estimated $40.8K.
  • Pittenger & Anderson Inc first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2022 and held it in 5 quarters.
  • Pittenger & Anderson Inc's Invesco FTSE RAFI US 1000 ETF position peaked at $100K in Q1 2022.
  • 428 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2023, filed 9 Aug 2023.