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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's PRF Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2026 at 4,890 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #148.

Cherry Tree Wealth Management first reported a position in PRF in Q2 2023 and has held it in 12 quarters since. 565 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

Cherry Tree Wealth Management held 4,890 shares of Invesco FTSE RAFI US 1000 ETF worth $232K as of Q1 2026.
Cherry Tree Wealth Management left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.05% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #148 holding.
Cherry Tree Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2023 and has held it in 12 quarters since.
565 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.