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

Cahaba 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
Q2 		– Sell
-6,958
Closed -$281K – 158
2025
Q1 		$281K Sell
6,958
-246
-3% -$10.1K 0.02% 119
2024
Q4 		$291K Sell
7,204
-700
-9% -$28.9K 0.02% 119
2024
Q3 		$321K Sell
7,904
-525
-6% -$20.6K 0.03% 117
2024
Q2 		$320K Hold
8,429
– – 0.03% 109
2024
Q1 		$324K Sell
8,429
-266
-3% -$9.66K 0.03% 111
2023
Q4 		$306K Sell
8,695
-165
-2% -$5.41K 0.03% 105
2023
Q3 		$282K Buy
8,860
+165
+2% +$5.45K 0.03% 112
2023
Q2 		$285K Hold
8,695
– – 0.03% 110
2023
Q1 		$273K Hold
8,695
– – 0.03% 113
2022
Q4 		$270K Sell
8,695
-4,005
-32% -$123K 0.03% 114
2022
Q3 		$352K Buy
+12,700
New +$390K 0.05% 88

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

Cahaba Wealth Management's PRF Position: Q2 2025 in Review

Cahaba Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2025, closing a stake of 6,958 shares — an estimated $281K sold.

Cahaba Wealth Management first reported a position in PRF in Q3 2022 and held it in 11 quarters. The position peaked at $352K in Q3 2022. 531 funds tracked by Wall St. Rank hold PRF as of Q2 2025.

  • Cahaba Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2025 after selling out during the quarter.
  • Cahaba Wealth Management sold 6,958 Invesco FTSE RAFI US 1000 ETF shares in Q2 2025, an estimated $281K.
  • Cahaba Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2022 and held it in 11 quarters.
  • Cahaba Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $352K in Q3 2022.
  • 531 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2025.

Based on Cahaba Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.