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Tyler-Stone Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-128
Closed -$4.86K – 778
2024
Q2 		$4.86K Hold
128
– – ﹤0.01% 766
2024
Q1 		$4.92K Hold
128
– – ﹤0.01% 759
2023
Q4 		$4.51K Hold
128
– – ﹤0.01% 743
2023
Q3 		$4K Buy
+128
New +$4.22K ﹤0.01% 752

Other funds holding PRF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tyler-Stone Wealth Management's PRF Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2024, closing a stake of 128 shares — an estimated $4.86K sold.

Tyler-Stone Wealth Management first reported a position in PRF in Q3 2023 and held it in 4 quarters. The position peaked at $4.92K in Q1 2024. 487 funds tracked by Wall St. Rank hold PRF as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 128 Invesco FTSE RAFI US 1000 ETF shares in Q3 2024, an estimated $4.86K.
  • Tyler-Stone Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $4.92K in Q1 2024.
  • 487 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.