Clean Yield Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Clean Yield Group’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 Q3	–	Hold	0	–	–	–	423
2025 Q2	–	Hold	0	–	–	–	404
2025 Q1	–	Hold	0	–	–	–	445
2024 Q4	–	Hold	0	–	–	–	453
2024 Q3	–	Hold	0	–	–	–	468
2024 Q2	–	Hold	0	–	–	–	361
2024 Q1	–	Hold	0	–	–	–	380
2023 Q4	–	Hold	0	–	–	–	365
2023 Q3	–	Hold	0	–	–	–	375
2023 Q2	–	Hold	0	–	–	–	401

Other funds holding PRF

Bank of America

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

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

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

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