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

Echo 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	$549K	Sell	10,085 -2	-0%	-$111	0.27%	29
2026 Q2	$545K	Sell	10,087 -351	-3%	-$18.3K	0.28%	27
2026 Q1	$496K	Sell	10,438 -1,833	-15%	-$89.1K	0.29%	27
2025 Q4	$576K	Sell	12,271 -105	-0.8%	-$4.84K	0.34%	28
2025 Q3	$560K	Sell	12,376 -315	-2%	-$13.8K	0.33%	28
2025 Q2	$536K	Sell	12,691 -2,210	-15%	-$88.3K	0.33%	31
2025 Q1	$602K	Sell	14,901 -22	-0.1%	-$908	0.41%	30
2024 Q4	$602K	Sell	14,923 -2	-0%	-$83	0.42%	29
2024 Q3	$606K	Sell	14,925 -1,776	-11%	-$69.6K	0.42%	29
2024 Q2	$634K	Sell	16,701 -492	-3%	-$18.6K	0.48%	27
2024 Q1	$661K	Sell	17,193 -3,395	-16%	-$123K	0.55%	27
2023 Q4	$727K	Sell	20,588 -4,646	-18%	-$152K	0.68%	26
2023 Q3	$803K	Sell	25,234 -102,566	-80%	-$3.39M	0.86%	24
2023 Q2	$845K	Buy	127,800 +101,275	+382%	+$3.2M	0.91%	23
2023 Q1	$832K	Sell	26,525 -2,095	-7%	-$66.4K	0.92%	24
2022 Q4	$926K	Sell	28,620 -48,655	-63%	-$1.5M	0.99%	24
2022 Q3	$2.34M	Buy	77,275 +1,315	+2%	+$40.4K	3.08%	11
2022 Q2	$2.29M	Buy	75,960 +3,565	+5%	+$115K	3.06%	12
2022 Q1	$2.46M	Buy	72,395 +2,815	+4%	+$95.2K	2.89%	13
2021 Q4	$2.42M	Buy	69,580 +2,145	+3%	+$71.7K	2.76%	12
2021 Q3	$2.19M	Buy	67,435 +2,920	+5%	+$94.4K	2.6%	13
2021 Q2	$2.08M	Sell	64,515 -7,770	-11%	-$247K	2.66%	12
2021 Q1	$2.19M	Sell	72,285 -26,855	-27%	-$771K	2.76%	12
2020 Q4	$2.64M	Buy	+99,140	New	+$2.47M	3.45%	11

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

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

HWA

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

MHWM

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

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Echo Wealth Management's PRF Position: Q3 2026 in Review

Echo Wealth Management reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.02% in Q3 2026, selling an estimated $111 and leaving 10,085 shares worth $549K. The position accounts for 0.27% of the portfolio, ranked #29.

Echo Wealth Management first reported a position in PRF in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.64M in Q4 2020. 108 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

Echo Wealth Management held 10,085 shares of Invesco FTSE RAFI US 1000 ETF worth $549K as of Q3 2026.
Echo Wealth Management sold 2 Invesco FTSE RAFI US 1000 ETF shares in Q3 2026, an estimated $111.
Invesco FTSE RAFI US 1000 ETF made up 0.27% of Echo Wealth Management's portfolio in Q3 2026, its #29 holding.
Echo Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2020 and has held it in 24 quarters since.
Echo Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $2.64M in Q4 2020.
108 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

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