Shakespeare Wealth Management »

Invesco Exchange Traded Fd T ftse rafi 1000 shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in Invesco Exchange Traded Fd T ftse rafi 1000

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T ftse rafi 1000 held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchange Traded Fd T ftse rafi 1000 by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 37k 31.82
2023-06-30 $1.2M 7.6k 163.65
2023-03-31 $1.2M 7.6k 156.78
2022-12-31 $1.2M 7.8k 155.15
2022-09-30 $1.1M 7.9k 138.82
2022-06-30 $1.2M 7.9k 149.35
2022-03-31 $1.4M 8.1k 171.69
2021-12-31 $1.4M 8.1k 171.70
2021-09-30 $1.4M 8.5k 160.64
2021-06-30 $1.4M 8.5k 162.55
2021-03-31 $1.3M 8.6k 151.64
2020-12-31 $1.2M 8.7k 133.24
2020-09-30 $989k 8.7k 113.80
2020-06-30 $982k 9.1k 108.28
2020-03-31 $843k 9.1k 92.40
2019-12-31 $1.2M 9.1k 126.73
2019-09-30 $1.1M 9.3k 117.91
2019-03-31 $1.2M 10k 113.41
2018-12-31 $1.1M 11k 101.60
2018-09-30 $1.4M 12k 118.77
2018-06-30 $1.4M 12k 112.59
2018-03-31 $1.3M 12k 110.20
2017-12-31 $1.4M 13k 113.61

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Wisdomtree LC Value Intl Equity Fd (DWM)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
Vanguard SC Value Sm Cp Val Etf (VBR)
Wisdomtree SC Value Intl Smcap Div (DLS)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
SPDR S&P 400 Mid Cap S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

Top funds holding Invesco Exchange Traded Fd T ftse rafi 1000

Charles Schwab Investment Advisory
Bank of America Corporation
Pnc Financial Services
RFG Advisory
Warren Averett Asset Management
Commonwealth Equity Services
Baystate Wealth Management
Wealth Enhancement Advisory Services
Arbor Investment Advisors
Linscomb & Williams
D.A. Davidson & Co.
Wells Fargo & Company
Relative Value Partners
Kestra Advisory Services
McIlrath & Eck

View all funds holding Invesco Exchange Traded Fd T ftse rafi 1000