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Wetzel Investment Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-1,000
Closed -$38.5K – 695
2024
Q2 		$38.5K Hold
1,000
– – 0.02% 270
2024
Q1 		$36.5K Hold
1,000
– – 0.02% 290
2023
Q4 		$35K Buy
+1,000
New +$32.8K 0.02% 295

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

Wetzel Investment Advisors's PRF Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2024, closing a stake of 1,000 shares — an estimated $38.5K sold.

Wetzel Investment Advisors first reported a position in PRF in Q4 2023 and held it in 3 quarters. The position peaked at $38.5K in Q2 2024. 487 funds tracked by Wall St. Rank hold PRF as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,000 Invesco FTSE RAFI US 1000 ETF shares in Q3 2024, an estimated $38.5K.
  • Wetzel Investment Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $38.5K in Q2 2024.
  • 487 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.