The Invesco RAFI US 1000 ETF (PRF) was launched on 12/19/2005, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Invesco RAFI US 1000 ETF (PRF) is a passively managed exchange traded fund launched on December 19, 2005.
A smart beta exchange traded fund, the Invesco RAFI US 1000 ETF (PRF) debuted on 12/19/2005, and offers broad exposure to the Style Box - Large Cap Value category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 619,700 | $22.06M | $33.78M | $11.72M | 53.11% |
Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 2,000 | $50,680 | $109,030 | $58,350 | 115.13% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,524 | $230,071.48 | $355,004.11 | $124,932.63 | 54.3% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 4,580 | $214,894 | $249,587.1 | $34,693.1 | 16.14% |
| SN SueAnn Niehaus West Bancorporation Inc | 12,942 | $585,107.82 | $704,238.93 | $119,131.11 | 20.36% |
| ARCA Exchange | US Country |
This company is primarily focused on offering investment opportunities by predominantly allocating its assets into securities that make up the underlying index. The underlying index itself is meticulously curated and maintained by the index provider, who follows strictly defined guidelines and procedures. Designed to mirror the performance of the largest U.S. companies, this index is constituted of roughly 1,000 common stocks. The selection of these stocks is based on four fundamental measures of firm size: book value, cash flow, sales, and dividends, aiming to provide a comprehensive view of a company's financial stature.
This product involves the fund investing at least 90% of its total assets in the securities that are part of the underlying index. It's tailored for investors seeking exposure to a broad spectrum of the largest U.S. companies, evaluated on several fundamental financial metrics.
By adhering to the underlying index that encapsulates approximately 1,000 common stocks of major U.S. companies, this service leverages a strategic compilation based on the companies' book value, cash flow, sales, and dividends. It's designed for those who prefer investments that follow a rigorous, data-driven approach to stock selection.