WFAG
PRF icon

Wescott Financial Advisory Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Wescott Financial Advisory Group’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
Q2 		– Sell
-24,800
Closed -$848K – 139
2022
Q1 		$848K Buy
+24,800
New +$839K 0.22% 59

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Wescott Financial Advisory Group's PRF Position: Q2 2022 in Review

Wescott Financial Advisory Group sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2022, closing a stake of 24,800 shares — an estimated $848K sold.

Wescott Financial Advisory Group first reported a position in PRF in Q1 2022 and held it in 1 quarter. The position peaked at $848K in Q1 2022. 398 funds tracked by Wall St. Rank hold PRF as of Q2 2022.

  • Wescott Financial Advisory Group reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2022 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 24,800 Invesco FTSE RAFI US 1000 ETF shares in Q2 2022, an estimated $848K.
  • Wescott Financial Advisory Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2022 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Invesco FTSE RAFI US 1000 ETF position peaked at $848K in Q1 2022.
  • 398 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2022.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2022, filed 28 Jul 2022.