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Summit Financial Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Summit Financial Wealth Advisors’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
Q2 		– Sell
-21,835
Closed -$412K – 129
2020
Q1 		$412K Buy
+21,835
New +$507K 0.13% 80

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Summit Financial Wealth Advisors's PRF Position: Q2 2020 in Review

Summit Financial Wealth Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2020, closing a stake of 21,835 shares — an estimated $412K sold.

Summit Financial Wealth Advisors first reported a position in PRF in Q1 2020 and held it in 1 quarter. The position peaked at $412K in Q1 2020. 289 funds tracked by Wall St. Rank hold PRF as of Q2 2020.

  • Summit Financial Wealth Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2020 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 21,835 Invesco FTSE RAFI US 1000 ETF shares in Q2 2020, an estimated $412K.
  • Summit Financial Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2020 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $412K in Q1 2020.
  • 289 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2020.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.