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

Congress 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	$472K	Buy	+11,154	New	+$446K	﹤0.01%	946

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

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

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

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

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

Congress Wealth Management's PRF Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2025: 11,154 shares worth $472K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings.

532 funds tracked by Wall St. Rank hold PRF as of Q2 2025.

Congress Wealth Management held 11,154 shares of Invesco FTSE RAFI US 1000 ETF worth $472K as of Q2 2025.
Invesco FTSE RAFI US 1000 ETF was a new Congress Wealth Management position in Q2 2025.
Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #946 holding.
532 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.