Wealthcare Advisory Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-4,360	Closed	-$132K	–	1512
2021 Q1	$132K	Buy	+4,360	New	+$125K	0.01%	585
2020 Q2	–	Sell	-1,290	Closed	-$24K	–	1087
2020 Q1	$24K	Sell	1,290 -240	-16%	-$5.57K	﹤0.01%	689
2019 Q4	$39K	Hold	1,530	–	–	0.01%	606
2019 Q3	$36K	Sell	1,530 -710	-32%	-$16.6K	0.01%	606
2019 Q2	$52K	Buy	2,240 +630	+39%	+$14.5K	0.01%	494
2019 Q1	$37K	Hold	1,610	–	–	0.01%	525
2018 Q4	$33K	Hold	1,610	–	–	0.01%	522
2018 Q3	$38K	Hold	1,610	–	–	0.01%	534
2018 Q2	$36K	Buy	1,610 +1,085	+207%	+$24.5K	0.01%	536
2018 Q1	$12K	Hold	525	–	–	﹤0.01%	693
2017 Q4	$12K	Hold	525	–	–	﹤0.01%	636
2017 Q3	$11K	Buy	+525	New	+$11K	﹤0.01%	527

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

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 $374B AUM 17.66% 1-Year Est. Return

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

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

BWM

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

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

Wealthcare Advisory Partners's PRF Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2021, closing a stake of 4,360 shares — an estimated $132K sold.

Wealthcare Advisory Partners first reported a position in PRF in Q3 2017 and held it in 12 quarters. The position peaked at $132K in Q1 2021. 346 funds tracked by Wall St. Rank hold PRF as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,360 Invesco FTSE RAFI US 1000 ETF shares in Q2 2021, an estimated $132K.
Wealthcare Advisory Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $132K in Q1 2021.
346 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.