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Financial Advocates Investment Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-13,326
Closed -$563K – 446
2025
Q2 		$563K Sell
13,326
-2,148
-14% -$85.8K 0.05% 336
2025
Q1 		$625K Sell
15,474
-35,106
-69% -$1.45M 0.04% 381
2024
Q4 		$2.04M Buy
50,580
+2,831
+6% +$117K 0.12% 177
2024
Q3 		$1.94M Sell
47,749
-431
-0.9% -$16.9K 0.11% 191
2024
Q2 		$1.83M Sell
48,180
-270
-0.6% -$10.2K 0.11% 180
2024
Q1 		$1.86M Buy
48,450
+27
+0.1% +$981 0.11% 194
2023
Q4 		$1.7M Sell
48,423
-10,306
-18% -$338K 0.11% 193
2023
Q3 		$1.87M Buy
58,729
+39
+0.1% +$1.29K 0.13% 172
2023
Q2 		$1.92M Buy
58,690
+4,645
+9% +$147K 0.14% 170
2023
Q1 		$1.69M Sell
54,045
-3,320
-6% -$105K 0.12% 197
2022
Q4 		$1.78M Sell
57,365
-45,935
-44% -$1.41M 0.13% 185
2022
Q3 		$2.87M Buy
103,300
+580
+0.6% +$17.8K 0.24% 116
2022
Q2 		$3.04M Buy
102,720
+34,305
+50% +$1.1M 0.25% 100
2022
Q1 		$2.34M Sell
68,415
-93,100
-58% -$3.15M 0.15% 157
2021
Q4 		$3.77M Buy
161,515
+98,580
+157% +$3.3M 0.24% 103
2021
Q3 		$1.99M Buy
62,935
+2,265
+4% +$73.2K 0.13% 179
2021
Q2 		$1.95M Buy
60,670
+20
+0% +$637 0.13% 190
2021
Q1 		$1.84M Buy
60,650
+3,575
+6% +$103K 0.13% 190
2020
Q4 		$1.52M Sell
57,075
-2,225
-4% -$55.4K 0.1% 225
2020
Q3 		$1.35M Sell
59,300
-5,945
-9% -$136K 0.12% 194
2020
Q2 		$1.41M Sell
65,245
-2,200
-3% -$45.8K 0.13% 189
2020
Q1 		$1.25M Buy
67,445
+3,760
+6% +$87.3K 0.18% 153
2019
Q4 		$1.61M Buy
63,685
+1,775
+3% +$43.2K 0.17% 143
2019
Q3 		$1.46M Sell
61,910
-4,130
-6% -$96.3K 0.17% 138
2019
Q2 		$1.54M Sell
66,040
-16,675
-20% -$384K 0.18% 135
2019
Q1 		$1.88M Sell
82,715
-2,095
-2% -$46.2K 0.23% 116
2018
Q4 		$1.72M Sell
84,810
-14,710
-15% -$326K 0.24% 113
2018
Q3 		$2.36M Sell
99,520
-346,010
-78% -$8.12M 0.26% 95
2018
Q2 		$10M Buy
445,530
+25,810
+6% +$582K 1.22% 14
2018
Q1 		$9.25M Buy
419,720
+18,870
+5% +$432K 1.2% 16
2017
Q4 		$9.11M Buy
+400,850
New +$8.83M 1.24% 13

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's PRF Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2025, closing a stake of 13,326 shares — an estimated $563K sold.

Financial Advocates Investment Management first reported a position in PRF in Q4 2017 and held it in 31 quarters. The position peaked at $10M in Q2 2018. 537 funds tracked by Wall St. Rank hold PRF as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 13,326 Invesco FTSE RAFI US 1000 ETF shares in Q3 2025, an estimated $563K.
  • Financial Advocates Investment Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Invesco FTSE RAFI US 1000 ETF position peaked at $10M in Q2 2018.
  • 537 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.