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Simplicity Solutions’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Simplicity Solutions’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
2020
Q1 		– Sell
-365,760
Closed -$9.27M – 866
2019
Q4 		$9.27M Buy
365,760
+107,160
+41% +$2.61M 0.28% 65
2019
Q3 		$6.1M Buy
+258,600
New +$6.03M 0.25% 65
2018
Q4 		– Sell
-9,030
Closed -$214K – 750
2018
Q3 		$214K Buy
+9,030
New +$212K 0.01% 509

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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

Simplicity Solutions's PRF Position: Q1 2020 in Review

Simplicity Solutions sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2020, closing a stake of 365,760 shares — an estimated $9.27M sold.

Simplicity Solutions first reported a position in PRF in Q3 2018 and held it in 3 quarters. The position peaked at $9.27M in Q4 2019. 297 funds tracked by Wall St. Rank hold PRF as of Q1 2020.

  • Simplicity Solutions reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2020 after selling out during the quarter.
  • Simplicity Solutions sold 365,760 Invesco FTSE RAFI US 1000 ETF shares in Q1 2020, an estimated $9.27M.
  • Simplicity Solutions first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2018 and held it in 3 quarters.
  • Simplicity Solutions's Invesco FTSE RAFI US 1000 ETF position peaked at $9.27M in Q4 2019.
  • 297 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.