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Invesco Exchange Traded Fd T ftse rafi 1000 shares owned by West Financial Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in Invesco Exchange Traded Fd T ftse rafi 1000

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

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Quarterly reported holdings in Invesco Exchange Traded Fd T ftse rafi 1000 by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 37k 40.63
2024-06-30 $1.6M 42k 37.95
2024-03-31 $1.6M 42k 38.47
2023-12-31 $1.6M 45k 35.20
2023-09-30 $1.4M 45k 31.82
2023-06-30 $1.5M 9.2k 163.65
2023-03-31 $1.5M 9.4k 156.78
2022-12-31 $1.8M 12k 155.15
2022-09-30 $1.6M 12k 138.79
2022-06-30 $1.8M 12k 148.16
2022-03-31 $2.1M 12k 170.86
2021-12-31 $2.2M 13k 171.70
2021-09-30 $2.0M 13k 158.34
2021-06-30 $2.1M 13k 160.33
2021-03-31 $2.0M 14k 151.65
2020-12-31 $1.8M 14k 133.18

More positions owned by West Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Etf Tr 0-5 High Yield (HYS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding Invesco Exchange Traded Fd T ftse rafi 1000

Charles Schwab Investment Management
Bank of America Corporation
RFG Advisory
Pnc Financial Services
Envestnet Asset Management
Invesco
Mariner Wealth Advisors
Commonwealth Equity Services
Wealth Enhancement Advisory Services
LPL Financial
Morgan Stanley
Arbor Investment Advisors
Linscomb & Williams
Wells Fargo & Company
Northwestern Mutual Wealth Management Company

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