Wipfli Financial Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Wipfli Financial 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
2022 Q3	$147K	Buy	+5,310	New	+$163K	0.01%	561

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 $374B AUM 17.66% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWM

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

Wipfli Financial Advisors's PRF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2022: 5,310 shares worth $147K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings.

392 funds tracked by Wall St. Rank hold PRF as of Q3 2022.

Wipfli Financial Advisors held 5,310 shares of Invesco FTSE RAFI US 1000 ETF worth $147K as of Q3 2022.
Invesco FTSE RAFI US 1000 ETF was a new Wipfli Financial Advisors position in Q3 2022.
Invesco FTSE RAFI US 1000 ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #561 holding.
392 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.