Ten Capital Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Ten Capital 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
2023 Q1	–	Sell	-2,160	Closed	-$67K	–	642
2022 Q4	$67K	Hold	2,160	–	–	0.03%	154
2022 Q3	$60K	Hold	2,160	–	–	0.03%	144
2022 Q2	$64K	Hold	2,160	–	–	0.03%	138
2022 Q1	$74K	Hold	2,160	–	–	0.03%	127
2021 Q4	$74K	Hold	2,160	–	–	0.03%	105
2021 Q3	$68K	Hold	2,160	–	–	0.03%	110
2021 Q2	$69K	Buy	+2,160	New	+$68.8K	0.02%	161

Other funds holding PRF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ten Capital Wealth Advisors's PRF Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2023, closing a stake of 2,160 shares — an estimated $67K sold.

Ten Capital Wealth Advisors first reported a position in PRF in Q2 2021 and held it in 7 quarters. The position peaked at $74K in Q1 2022. 420 funds tracked by Wall St. Rank hold PRF as of Q1 2023.

Ten Capital Wealth Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 2,160 Invesco FTSE RAFI US 1000 ETF shares in Q1 2023, an estimated $67K.
Ten Capital Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $74K in Q1 2022.
420 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.