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

Cherry Tree 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
2026 Q3	$266K	Hold	4,890	–	–	0.05%	139
2026 Q2	$264K	Hold	4,890	–	–	0.05%	141
2026 Q1	$232K	Hold	4,890	–	–	0.05%	148
2025 Q4	$229K	Hold	4,890	–	–	0.05%	152
2025 Q3	$221K	Hold	4,890	–	–	0.05%	156
2025 Q2	$207K	Hold	4,890	–	–	0.05%	155
2025 Q1	$198K	Hold	4,890	–	–	0.05%	161
2024 Q4	$197K	Hold	4,890	–	–	0.05%	159
2024 Q3	$199K	Hold	4,890	–	–	0.05%	161
2024 Q2	$186K	Hold	4,890	–	–	0.05%	162
2024 Q1	$188K	Hold	4,890	–	–	0.05%	163
2023 Q4	$172K	Hold	4,890	–	–	0.05%	159
2023 Q3	$156K	Hold	4,890	–	–	0.05%	154
2023 Q2	$160K	Buy	+4,890	New	+$154K	0.05%	155

Other funds holding PRF

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

Cherry Tree Wealth Management's PRF Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q3 2026 at 4,890 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #139.

Cherry Tree Wealth Management first reported a position in PRF in Q2 2023 and has held it in 14 quarters since. 168 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

Cherry Tree Wealth Management held 4,890 shares of Invesco FTSE RAFI US 1000 ETF worth $266K as of Q3 2026.
Cherry Tree Wealth Management left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q3 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.05% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #139 holding.
Cherry Tree Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2023 and has held it in 14 quarters since.
168 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.