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Atria Wealth Solutions’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-9,641
Closed -$390K – 1797
2025
Q1 		$390K Sell
9,641
-17,787
-65% -$734K ﹤0.01% 1324
2024
Q4 		$1.11M Buy
27,428
+18,241
+199% +$754K 0.01% 891
2024
Q3 		$373K Buy
9,187
+35
+0.4% +$1.37K ﹤0.01% 1389
2024
Q2 		$347K Buy
9,152
+33
+0.4% +$1.24K ﹤0.01% 1426
2024
Q1 		$351K Buy
9,119
+32
+0.4% +$1.16K ﹤0.01% 1453
2023
Q4 		$320K Buy
9,087
+189
+2% +$6.2K ﹤0.01% 1454
2023
Q3 		$283K Buy
8,898
+113
+1% +$3.73K ﹤0.01% 1453
2023
Q2 		$287K Sell
8,785
-640
-7% -$20.2K ﹤0.01% 1472
2023
Q1 		$295K Sell
9,425
-120
-1% -$3.8K ﹤0.01% 1432
2022
Q4 		$296K Buy
9,545
+2,195
+30% +$67.5K ﹤0.01% 1369
2022
Q3 		$204K Buy
7,350
+150
+2% +$4.61K ﹤0.01% 1546
2022
Q2 		$213K Buy
7,200
+1,350
+23% +$43.4K ﹤0.01% 1419
2022
Q1 		$200K Buy
+5,850
New +$198K ﹤0.01% 1601

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's PRF Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2025, closing a stake of 9,641 shares — an estimated $390K sold.

Atria Wealth Solutions first reported a position in PRF in Q1 2022 and held it in 13 quarters. The position peaked at $1.11M in Q4 2024. 532 funds tracked by Wall St. Rank hold PRF as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,641 Invesco FTSE RAFI US 1000 ETF shares in Q2 2025, an estimated $390K.
  • Atria Wealth Solutions first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Invesco FTSE RAFI US 1000 ETF position peaked at $1.11M in Q4 2024.
  • 532 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.