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Accredited Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$13.6K Sell
170
-130
-43% -$5.68K 0.01% 233
2025
Q2 		$12.7K Hold
300
– – 0.01% 235
2025
Q1 		$12.1K Hold
300
– – 0.01% 223
2024
Q4 		$12.1K Buy
+300
New +$12.4K 0.01% 234

Other funds holding PRF

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accredited Wealth Management's PRF Position: Q3 2025 in Review

Accredited Wealth Management reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 43% in Q3 2025, selling an estimated $5.68K and leaving 170 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #233.

Accredited Wealth Management first reported a position in PRF in Q4 2024 and has held it in 4 quarters since. 537 funds tracked by Wall St. Rank hold PRF as of Q3 2025.

  • Accredited Wealth Management held 170 shares of Invesco FTSE RAFI US 1000 ETF worth $13.6K as of Q3 2025.
  • Accredited Wealth Management sold 130 Invesco FTSE RAFI US 1000 ETF shares in Q3 2025, an estimated $5.68K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #233 holding.
  • Accredited Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2024 and has held it in 4 quarters since.
  • 537 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.