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TAP Consulting’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

TAP Consulting’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
2022
Q1 		– Sell
-1,815
Closed -$62K – 436
2021
Q4 		$62K Buy
+1,815
New +$60.7K 0.01% 231

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Envestnet Asset Management
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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

TAP Consulting's PRF Position: Q1 2022 in Review

TAP Consulting sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2022, closing a stake of 1,815 shares — an estimated $62K sold.

TAP Consulting first reported a position in PRF in Q4 2021 and held it in 1 quarter. The position peaked at $62K in Q4 2021. 402 funds tracked by Wall St. Rank hold PRF as of Q1 2022.

  • TAP Consulting reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2022 after selling out during the quarter.
  • TAP Consulting sold 1,815 Invesco FTSE RAFI US 1000 ETF shares in Q1 2022, an estimated $62K.
  • TAP Consulting first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2021 and held it in 1 quarter.
  • TAP Consulting's Invesco FTSE RAFI US 1000 ETF position peaked at $62K in Q4 2021.
  • 402 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.