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Avantax Advisory Services’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Avantax Advisory Services’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 		$9.15M Sell
216,358
-3,365
-2% -$134K 0.05% 290
2025
Q1 		$8.88M Buy
219,723
+9,532
+5% +$393K 0.05% 273
2024
Q4 		$8.48M Sell
210,191
-11,962
-5% -$494K 0.05% 266
2024
Q3 		$9.03M Sell
222,153
-12,646
-5% -$496K 0.06% 244
2024
Q2 		$8.91M Buy
234,799
+16,472
+8% +$621K 0.06% 226
2024
Q1 		$8.4M Buy
218,327
+570
+0.3% +$20.7K 0.07% 207
2023
Q4 		$7.67M Sell
217,757
-2,412
-1% -$79.1K 0.08% 203
2023
Q3 		$7.01M Buy
220,169
+10,264
+5% +$339K 0.08% 200
2023
Q2 		$6.87M Buy
209,905
+2,805
+1% +$88.5K 0.08% 192
2023
Q1 		$6.49M Buy
207,100
+995
+0.5% +$31.5K 0.08% 193
2022
Q4 		$6.4M Sell
206,105
-270
-0.1% -$8.31K 0.09% 183
2022
Q3 		$5.73M Sell
206,375
-4,220
-2% -$130K 0.09% 174
2022
Q2 		$6.24M Sell
210,595
-3,970
-2% -$128K 0.09% 163
2022
Q1 		$7.33M Buy
214,565
+5,655
+3% +$191K 0.1% 149
2021
Q4 		$7.17M Sell
208,910
-2,350
-1% -$78.6K 0.11% 146
2021
Q3 		$6.69M Buy
211,260
+2,765
+1% +$89.4K 0.11% 140
2021
Q2 		$6.69M Buy
208,495
+1,480
+0.7% +$47.1K 0.12% 132
2021
Q1 		$6.28M Buy
207,015
+4,945
+2% +$142K 0.13% 125
2020
Q4 		$5.38M Sell
202,070
-126,670
-39% -$3.15M 0.13% 125
2020
Q3 		$7.48M Buy
328,740
+94,330
+40% +$2.16M 0.12% 140
2020
Q2 		$5.08M Buy
234,410
+11,595
+5% +$242K 0.15% 111
2020
Q1 		$4.12M Sell
222,815
-14,495
-6% -$337K 0.12% 115
2019
Q4 		$6.01M Buy
+237,310
New +$5.78M 0.14% 95

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Avantax Advisory Services's PRF Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 1.5% in Q2 2025, selling an estimated $134K and leaving 216,358 shares worth $9.15M. The position accounts for 0.05% of the portfolio, ranked #290.

Avantax Advisory Services first reported a position in PRF in Q4 2019 and has held it in 23 quarters since. 531 funds tracked by Wall St. Rank hold PRF as of Q2 2025.

  • Avantax Advisory Services held 216,358 shares of Invesco FTSE RAFI US 1000 ETF worth $9.15M as of Q2 2025.
  • Avantax Advisory Services sold 3,365 Invesco FTSE RAFI US 1000 ETF shares in Q2 2025, an estimated $134K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #290 holding.
  • Avantax Advisory Services first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2019 and has held it in 23 quarters since.
  • 531 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.