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

Avior 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
Q4 		– Sell
-4,588
Closed -$207K – 772
2025
Q3 		$207K Buy
+4,588
New +$200K 0.01% 688
2025
Q1 		– Sell
-4,563
Closed -$184K – 1909
2024
Q4 		$184K Buy
4,563
+10
+0.2% +$413 0.01% 724
2024
Q3 		$185K Buy
4,553
+9
+0.2% +$353 0.01% 715
2024
Q2 		$172K Buy
4,544
+9
+0.2% +$339 0.01% 709
2024
Q1 		$174K Buy
4,535
+2,062
+83% +$74.9K 0.01% 752
2023
Q4 		$87K Hold
2,473
– – 0.01% 632
2023
Q3 		$78.7K Buy
2,473
+323
+15% +$10.7K 0.01% 671
2023
Q2 		$70.4K Hold
2,150
– – ﹤0.01% 696
2023
Q1 		$67.4K Hold
2,150
– – ﹤0.01% 711
2022
Q4 		$66.7K Hold
2,150
– – 0.01% 582
2022
Q3 		$59K Hold
2,150
– – ﹤0.01% 584
2022
Q2 		$63K Buy
2,150
+450
+26% +$14.5K 0.01% 535
2022
Q1 		$58K Hold
1,700
– – 0.01% 573
2021
Q4 		$58K Hold
1,700
– – ﹤0.01% 569
2021
Q3 		$53K Hold
1,700
– – ﹤0.01% 552
2021
Q2 		$54K Hold
1,700
– – 0.01% 525
2021
Q1 		$51K Hold
1,700
– – 0.01% 525
2020
Q4 		$45K Hold
1,700
– – 0.01% 504
2020
Q3 		$38K Hold
1,700
– – 0.01% 521
2020
Q2 		$36K Hold
1,700
– – 0.01% 517
2020
Q1 		$31K Hold
1,700
– – 0.01% 487
2019
Q4 		$43K Hold
1,700
– – 0.01% 472
2019
Q3 		$40K Hold
1,700
– – 0.01% 471
2019
Q2 		$40K Buy
+1,700
New +$39.1K 0.01% 465
2019
Q1 		– Sell
-1,670
Closed -$33K – 696
2018
Q4 		$33K Buy
+1,670
New +$37K 0.01% 490

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avior Wealth Management's PRF Position: Q4 2025 in Review

Avior Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2025, closing a stake of 4,588 shares — an estimated $207K sold.

Avior Wealth Management first reported a position in PRF in Q4 2018 and held it in 25 quarters. The position peaked at $207K in Q3 2025. 560 funds tracked by Wall St. Rank hold PRF as of Q4 2025.

  • Avior Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 4,588 Invesco FTSE RAFI US 1000 ETF shares in Q4 2025, an estimated $207K.
  • Avior Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2018 and held it in 25 quarters.
  • Avior Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $207K in Q3 2025.
  • 560 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.