SHJ
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Sharkey, Howes & Javer’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Sharkey, Howes & Javer’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
2018
Q1 		– Sell
-670
Closed -$16K – 236
2017
Q4 		$16K Sell
670
-170
-20% -$3.75K 0.01% 135
2017
Q3 		$1K Hold
840
– – ﹤0.01% 195
2017
Q2 		$17K Buy
+840
New +$17.3K 0.01% 135

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return