Exchange Capital Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Exchange Capital 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	$316K	Sell	7,485 -1,095	-13%	-$43.7K	0.05%	186
2025 Q1	$347K	Hold	8,580	–	–	0.06%	183
2024 Q4	$346K	Hold	8,580	–	–	0.06%	185
2024 Q3	$349K	Hold	8,580	–	–	0.06%	172
2024 Q2	$326K	Hold	8,580	–	–	0.05%	172
2024 Q1	$330K	Hold	8,580	–	–	0.05%	169
2023 Q4	$302K	Hold	8,580	–	–	0.05%	164
2023 Q3	$273K	Hold	8,580	–	–	0.05%	162
2023 Q2	$281K	Buy	+8,580	New	+$271K	0.05%	156

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

Exchange Capital Management's PRF Position: Q2 2025 in Review

Exchange Capital Management reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 13% in Q2 2025, selling an estimated $43.7K and leaving 7,485 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #186.

Exchange Capital Management first reported a position in PRF in Q2 2023 and has held it in 9 quarters since. The position peaked at $349K in Q3 2024. 532 funds tracked by Wall St. Rank hold PRF as of Q2 2025.

Exchange Capital Management held 7,485 shares of Invesco FTSE RAFI US 1000 ETF worth $316K as of Q2 2025.
Exchange Capital Management sold 1,095 Invesco FTSE RAFI US 1000 ETF shares in Q2 2025, an estimated $43.7K.
Invesco FTSE RAFI US 1000 ETF made up 0.05% of Exchange Capital Management's portfolio in Q2 2025, its #186 holding.
Exchange Capital Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2023 and has held it in 9 quarters since.
Exchange Capital Management's Invesco FTSE RAFI US 1000 ETF position peaked at $349K in Q3 2024.
532 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.