Burt Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.67M | Buy |
36,838
+1,000
| +3% | +$43.7K | 0.41% | 34 |
|
|
2025
Q2 | $1.51M | Buy |
35,838
+4,033
| +13% | +$161K | 0.35% | 35 |
|
|
2025
Q1 | $1.29M | Hold |
31,805
| – | – | 0.32% | 33 |
|
|
2024
Q4 | $1.28M | Hold |
31,805
| – | – | 0.33% | 33 |
|
|
2024
Q3 | $1.29M | Sell |
31,805
-880
| -3% | -$34.5K | 0.32% | 31 |
|
|
2024
Q2 | $1.24M | Sell |
32,685
-1,000
| -3% | -$37.7K | 0.33% | 33 |
|
|
2024
Q1 | $1.3M | Buy |
33,685
+1,000
| +3% | +$36.3K | 0.33% | 32 |
|
|
2023
Q4 | $1.15M | Sell |
32,685
-1,900
| -5% | -$62.3K | 0.33% | 34 |
|
|
2023
Q3 | $1.1M | Hold |
34,585
| – | – | 0.34% | 32 |
|
|
2023
Q2 | $1.13M | Hold |
34,585
| – | – | 0.34% | 30 |
|
|
2023
Q1 | $1.08M | Hold |
34,585
| – | – | 0.34% | 28 |
|
|
2022
Q4 | $1.07M | Buy |
34,585
+12,900
| +59% | +$397K | 0.36% | 27 |
|
|
2022
Q3 | $602K | Buy |
21,685
+10,420
| +92% | +$320K | 0.24% | 35 |
|
|
2022
Q2 | $334K | Buy |
11,265
+3,730
| +50% | +$120K | 0.12% | 65 |
|
|
2022
Q1 | $257K | Hold |
7,535
| – | – | 0.08% | 87 |
|
|
2021
Q4 | $259K | Hold |
7,535
| – | – | 0.08% | 80 |
|
|
2021
Q3 | $239K | Sell |
7,535
-625
| -8% | -$20.2K | 0.08% | 90 |
|
|
2021
Q2 | $262K | Hold |
8,160
| – | – | 0.09% | 75 |
|
|
2021
Q1 | $248K | Hold |
8,160
| – | – | 0.09% | 79 |
|
|
2020
Q4 | $217K | Hold |
8,160
| – | – | 0.07% | 85 |
|
|
2020
Q3 | $186K | Hold |
8,160
| – | – | 0.07% | 87 |
|
|
2020
Q2 | $177K | Sell |
8,160
-31,230
| -79% | -$651K | 0.07% | 88 |
|
|
2020
Q1 | $728K | Buy |
+39,390
| New | +$915K | 0.33% | 26 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$5K | – | 364 |
|
|
2019
Q1 | $5K | Sell |
200
-31,095
| -99% | -$686K | ﹤0.01% | 303 |
|
|
2018
Q4 | $636K | Buy |
31,295
+31,095
| +15,548% | +$689K | 0.3% | 38 |
|
|
2018
Q3 | $5K | Sell |
200
-8,325
| -98% | -$195K | ﹤0.01% | 319 |
|
|
2018
Q2 | $192K | Hold |
8,525
| – | – | 0.09% | 80 |
|
|
2018
Q1 | $188K | Hold |
8,525
| – | – | 0.1% | 78 |
|
|
2017
Q4 | $194K | Hold |
8,525
| – | – | 0.12% | 74 |
|
|
2017
Q3 | $183K | Hold |
8,525
| – | – | 0.12% | 73 |
|
|
2017
Q2 | $176K | Hold |
8,525
| – | – | 0.12% | 74 |
|
|
2017
Q1 | $175K | Hold |
8,525
| – | – | 0.13% | 72 |
|
|
2016
Q4 | $170K | Hold |
8,525
| – | – | 0.15% | 77 |
|
|
2016
Q3 | $159K | Hold |
8,525
| – | – | 0.17% | 72 |
|
|
2016
Q2 | $154K | Hold |
8,525
| – | – | 0.17% | 71 |
|
|
2016
Q1 | $150K | Sell |
8,525
-4,675
| -35% | -$77.9K | 0.14% | 74 |
|
|
2015
Q4 | $229K | Buy |
13,200
+4,875
| +59% | +$85.9K | 0.18% | 57 |
|
|
2015
Q3 | $152K | Hold |
8,325
| – | – | 0.19% | 65 |
|
|
2015
Q2 | $152K | Hold |
8,325
| – | – | 0.17% | 70 |
|
|
2015
Q1 | $152K | Hold |
8,325
| – | – | 0.15% | 66 |
|
|
2014
Q4 | $152K | Buy |
+8,325
| New | +$149K | 0.16% | 68 |
|
Other funds holding PRF
WA
Burt Wealth Advisors's PRF Position: Q3 2025 in Review
Burt Wealth Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 2.8% in Q3 2025, buying an estimated $43.7K and bringing the position to 36,838 shares worth $1.67M. The position accounts for 0.41% of the portfolio, ranked #34.
Burt Wealth Advisors first reported a position in PRF in Q4 2014 and has held it in 41 quarters since. 537 funds tracked by Wall St. Rank hold PRF as of Q3 2025.
- Burt Wealth Advisors held 36,838 shares of Invesco FTSE RAFI US 1000 ETF worth $1.67M as of Q3 2025.
- Burt Wealth Advisors bought 1,000 Invesco FTSE RAFI US 1000 ETF shares in Q3 2025, an estimated $43.7K.
- Invesco FTSE RAFI US 1000 ETF made up 0.41% of Burt Wealth Advisors's portfolio in Q3 2025, its #34 holding.
- Burt Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2014 and has held it in 41 quarters since.
- 537 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.