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Aveo Capital Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Aveo Capital Partners’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
-16,522
Closed -$652K – 114
2025
Q1 		$652K Buy
16,522
+2,151
+15% +$88.7K 0.11% 95
2024
Q4 		$580K Buy
14,371
+31
+0.2% +$1.28K 0.06% 182
2024
Q3 		$583K Buy
14,340
+29
+0.2% +$1.14K 0.06% 183
2024
Q2 		$543K Buy
14,311
+29
+0.2% +$1.09K 0.06% 179
2024
Q1 		$532K Sell
14,282
-1,143
-7% -$41.5K 0.06% 210
2023
Q4 		$543K Sell
15,425
-1,028
-6% -$33.7K 0.07% 196
2023
Q3 		$524K Sell
16,453
-2,152
-12% -$71K 0.07% 196
2023
Q2 		$609K Sell
18,605
-135,650
-88% -$4.28M 0.08% 178
2023
Q1 		$4.84M Sell
154,255
-36,045
-19% -$1.14M 0.65% 46
2022
Q4 		$5.91M Buy
190,300
+73,320
+63% +$2.26M 0.89% 31
2022
Q3 		$3.25M Sell
116,980
-6,945
-6% -$213K 0.56% 42
2022
Q2 		$3.67M Buy
123,925
+82,880
+202% +$2.66M 0.6% 41
2022
Q1 		$1.4M Buy
41,045
+32,920
+405% +$1.11M 0.25% 85
2021
Q4 		$279K Buy
8,125
+60
+0.7% +$2.01K 0.05% 234
2021
Q3 		$255K Hold
8,065
– – 0.05% 222
2021
Q2 		$259K Hold
8,065
– – 0.06% 230
2021
Q1 		$245K Hold
8,065
– – 0.06% 212
2020
Q4 		$215K Buy
+8,065
New +$201K 0.33% 61
2020
Q1 		– Sell
-8,155
Closed -$207K – 184
2019
Q4 		$207K Sell
8,155
-7,090
-47% -$173K 0.08% 174
2019
Q3 		$373K Buy
+15,245
New +$355K 0.15% 115
2018
Q2 		– Sell
-18,435
Closed -$406K – 152
2018
Q1 		$406K Sell
18,435
-1,990
-10% -$45.5K 0.17% 83
2017
Q4 		$464K Sell
20,425
-750
-4% -$16.5K 0.15% 74
2017
Q3 		$454K Hold
21,175
– – 0.16% 67
2017
Q2 		$438K Hold
21,175
– – 0.15% 68
2017
Q1 		$434K Sell
21,175
-15,045
-42% -$307K 0.16% 68
2016
Q4 		$721K Buy
+36,220
New +$696K 0.21% 75

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 $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 $377B AUM 19.32% 1-Year Est. Return

Aveo Capital Partners's PRF Position: Q2 2025 in Review

Aveo Capital Partners sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2025, closing a stake of 16,522 shares — an estimated $652K sold.

Aveo Capital Partners first reported a position in PRF in Q4 2016 and held it in 26 quarters. The position peaked at $5.91M in Q4 2022. 531 funds tracked by Wall St. Rank hold PRF as of Q2 2025.

  • Aveo Capital Partners reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 16,522 Invesco FTSE RAFI US 1000 ETF shares in Q2 2025, an estimated $652K.
  • Aveo Capital Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2016 and held it in 26 quarters.
  • Aveo Capital Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $5.91M in Q4 2022.
  • 531 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.