PFS
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Prospera Financial Services’s iShares US Equity Factor ETF LRGF Stock Holding History

Prospera Financial Services’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-130
Closed -$5K – 1278
2022
Q2 		$5K Hold
130
– – ﹤0.01% 1458
2022
Q1 		$6K Buy
+130
New +$5.71K ﹤0.01% 2217
2020
Q4 		– Sell
-360
Closed -$12K – 1180
2020
Q3 		$12K Buy
+360
New +$11.8K ﹤0.01% 1062

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prospera Financial Services's LRGF Position: Q3 2022 in Review

Prospera Financial Services sold out of iShares US Equity Factor ETF (LRGF) in Q3 2022, closing a stake of 130 shares — an estimated $5K sold.

Prospera Financial Services first reported a position in LRGF in Q3 2020 and held it in 3 quarters. The position peaked at $12K in Q3 2020. 148 funds tracked by Wall St. Rank hold LRGF as of Q3 2022.

  • Prospera Financial Services reported no remaining iShares US Equity Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 130 iShares US Equity Factor ETF shares in Q3 2022, an estimated $5K.
  • Prospera Financial Services first reported a position in iShares US Equity Factor ETF in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's iShares US Equity Factor ETF position peaked at $12K in Q3 2020.
  • 148 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.