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Brown Financial Advisory’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Brown Financial Advisory’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 		– Sell
-4,993
Closed -$211K – 56
2025
Q2 		$211K Hold
4,993
– – 0.12% 54
2025
Q1 		$202K Buy
+4,993
New +$206K 0.13% 51

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

Brown Financial Advisory's PRF Position: Q3 2025 in Review

Brown Financial Advisory sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2025, closing a stake of 4,993 shares — an estimated $211K sold.

Brown Financial Advisory first reported a position in PRF in Q1 2025 and held it in 2 quarters. The position peaked at $211K in Q2 2025. 537 funds tracked by Wall St. Rank hold PRF as of Q3 2025.

  • Brown Financial Advisory reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2025 after selling out during the quarter.
  • Brown Financial Advisory sold 4,993 Invesco FTSE RAFI US 1000 ETF shares in Q3 2025, an estimated $211K.
  • Brown Financial Advisory first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2025 and held it in 2 quarters.
  • Brown Financial Advisory's Invesco FTSE RAFI US 1000 ETF position peaked at $211K in Q2 2025.
  • 537 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2025.

Based on Brown Financial Advisory's 13F filing for Q3 2025, filed 27 Oct 2025.