Edge Financial Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Edge Financial Advisors’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 Q4	$635K	Sell	13,530 -1,946	-13%	-$89.6K	0.27%	74
2025 Q3	$700K	Sell	15,476 -2,011	-11%	-$87.9K	0.31%	67
2025 Q2	$742K	Sell	17,487 -10,514	-38%	-$420K	0.39%	46
2025 Q1	$1.13M	Sell	28,001 -1,097	-4%	-$45.3K	0.71%	31
2024 Q4	$1.17M	Buy	29,098 +130	+0.4%	+$5.37K	1.05%	33
2024 Q3	$1.18M	Sell	28,968 -396	-1%	-$15.5K	1.04%	35
2024 Q2	$1.11M	Sell	29,364 -408	-1%	-$15.4K	1.15%	34
2024 Q1	$1.15M	Buy	+29,772	New	+$1.08M	1.01%	28

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Edge Financial Advisors's PRF Position: Q4 2025 in Review

Edge Financial Advisors reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 13% in Q4 2025, selling an estimated $89.6K and leaving 13,530 shares worth $635K. The position accounts for 0.27% of the portfolio, ranked #74.

Edge Financial Advisors first reported a position in PRF in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q3 2024. 557 funds tracked by Wall St. Rank hold PRF as of Q4 2025.

Edge Financial Advisors held 13,530 shares of Invesco FTSE RAFI US 1000 ETF worth $635K as of Q4 2025.
Edge Financial Advisors sold 1,946 Invesco FTSE RAFI US 1000 ETF shares in Q4 2025, an estimated $89.6K.
Invesco FTSE RAFI US 1000 ETF made up 0.27% of Edge Financial Advisors's portfolio in Q4 2025, its #74 holding.
Edge Financial Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $1.18M in Q3 2024.
557 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.