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Prospera Financial Services’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-3,975
Closed -$118K – 1395
2022
Q2 		$118K Sell
3,975
-1,485
-27% -$47.7K 0.01% 861
2022
Q1 		$187K Buy
+5,460
New +$185K 0.01% 906
2020
Q4 		– Sell
-3,975
Closed -$90K – 1323
2020
Q3 		$90K Buy
+3,975
New +$91K 0.03% 433

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 $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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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 $71.6B AUM 21.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

Prospera Financial Services sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2022, closing a stake of 3,975 shares — an estimated $118K sold.

Prospera Financial Services first reported a position in PRF in Q3 2020 and held it in 3 quarters. The position peaked at $187K in Q1 2022. 392 funds tracked by Wall St. Rank hold PRF as of Q3 2022.

  • Prospera Financial Services reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 3,975 Invesco FTSE RAFI US 1000 ETF shares in Q3 2022, an estimated $118K.
  • Prospera Financial Services first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Invesco FTSE RAFI US 1000 ETF position peaked at $187K in Q1 2022.
  • 392 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2022.

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