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

Capital A 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
-179
Closed -$7.23K – 741
2025
Q1 		$7.23K Buy
+179
New +$7.38K 0.01% 332

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 $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 $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 $79.5B AUM 27.1% 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 $445B AUM 25.58% 1-Year Est. Return

Capital A Wealth Management's PRF Position: Q2 2025 in Review

Capital A Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2025, closing a stake of 179 shares — an estimated $7.23K sold.

Capital A Wealth Management first reported a position in PRF in Q1 2025 and held it in 1 quarter. The position peaked at $7.23K in Q1 2025. 531 funds tracked by Wall St. Rank hold PRF as of Q2 2025.

  • Capital A Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 179 Invesco FTSE RAFI US 1000 ETF shares in Q2 2025, an estimated $7.23K.
  • Capital A Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $7.23K in Q1 2025.
  • 531 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.