RBC
PRF icon

Romano Brothers & Co’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-480
Closed -$14.9K – 793
2022
Q4 		$14.9K Buy
+480
New +$14.8K ﹤0.01% 667

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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Romano Brothers & Co's PRF Position: Q1 2023 in Review

Romano Brothers & Co sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2023, closing a stake of 480 shares — an estimated $14.9K sold.

Romano Brothers & Co first reported a position in PRF in Q4 2022 and held it in 1 quarter. The position peaked at $14.9K in Q4 2022. 420 funds tracked by Wall St. Rank hold PRF as of Q1 2023.

  • Romano Brothers & Co reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 480 Invesco FTSE RAFI US 1000 ETF shares in Q1 2023, an estimated $14.9K.
  • Romano Brothers & Co first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Invesco FTSE RAFI US 1000 ETF position peaked at $14.9K in Q4 2022.
  • 420 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.