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

Safeguard Financial’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
Q3 		– Sell
-1,235
Closed -$40K – 424
2023
Q2 		$40K Buy
+1,235
New +$39K 0.02% 177

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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Safeguard Financial's PRF Position: Q3 2023 in Review

Safeguard Financial sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2023, closing a stake of 1,235 shares — an estimated $40K sold.

Safeguard Financial first reported a position in PRF in Q2 2023 and held it in 1 quarter. The position peaked at $40K in Q2 2023. 429 funds tracked by Wall St. Rank hold PRF as of Q3 2023.

  • Safeguard Financial reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 1,235 Invesco FTSE RAFI US 1000 ETF shares in Q3 2023, an estimated $40K.
  • Safeguard Financial first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Invesco FTSE RAFI US 1000 ETF position peaked at $40K in Q2 2023.
  • 429 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.