CWM
PRF icon

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

Cahill 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
Q1 		$1.98M Sell
48,884
-511
-1% -$21.1K 1.01% 17
2024
Q4 		$1.99M Buy
49,395
+8
+0% +$331 1.02% 16
2024
Q3 		$2.01M Sell
49,387
-38
-0.1% -$1.49K 1.04% 17
2024
Q2 		$1.88M Buy
49,425
+55
+0.1% +$2.07K 1.12% 16
2024
Q1 		$1.9M Sell
49,370
-1,590
-3% -$57.7K 1.11% 16
2023
Q4 		$1.79M Sell
50,960
-1,690
-3% -$55.4K 1.21% 15
2023
Q3 		$1.68M Buy
52,650
+10
+0% +$330 1.29% 15
2023
Q2 		$1.72M Sell
52,640
-3,590
-6% -$113K 1.19% 15
2023
Q1 		$1.76M Sell
56,230
-1,465
-3% -$46.4K 1.3% 15
2022
Q4 		$1.9M Buy
57,695
+10
+0% +$308 1.38% 14
2022
Q3 		$1.6M Buy
57,685
+15
+0% +$461 1.43% 12
2022
Q2 		$1.71M Buy
57,670
+5
+0% +$161 1.45% 10
2022
Q1 		$1.97M Buy
+57,665
New +$1.95M 1.46% 13

Other funds holding PRF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

Cahill Wealth Management's PRF Position: Q1 2025 in Review

Cahill Wealth Management reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 1% in Q1 2025, selling an estimated $21.1K and leaving 48,884 shares worth $1.98M. The position accounts for 1.01% of the portfolio, ranked #17.

Cahill Wealth Management first reported a position in PRF in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.01M in Q3 2024. 510 funds tracked by Wall St. Rank hold PRF as of Q1 2025.

  • Cahill Wealth Management held 48,884 shares of Invesco FTSE RAFI US 1000 ETF worth $1.98M as of Q1 2025.
  • Cahill Wealth Management sold 511 Invesco FTSE RAFI US 1000 ETF shares in Q1 2025, an estimated $21.1K.
  • Invesco FTSE RAFI US 1000 ETF made up 1.01% of Cahill Wealth Management's portfolio in Q1 2025, its #17 holding.
  • Cahill Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2022 and has held it in 13 quarters since.
  • Cahill Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $2.01M in Q3 2024.
  • 510 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.