GRP
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Global Retirement Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Global Retirement Partners’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 		$228K Buy
4,851
+4,211
+658% +$194K ﹤0.01% 1396
2025
Q3 		$28.9K Hold
640
– – ﹤0.01% 2214
2025
Q2 		$27.1K Buy
+640
New +$25.6K ﹤0.01% 2122
2024
Q4 		$18.2K Sell
450
-30
-6% -$1.24K ﹤0.01% 2137
2024
Q3 		$19.5K Sell
480
-1,031
-68% -$40.4K ﹤0.01% 2012
2024
Q2 		$57.3K Hold
1,511
– – ﹤0.01% 1460
2024
Q1 		$58.1K Hold
1,511
– – ﹤0.01% 1349
2023
Q4 		$52.7K Buy
1,511
+1,006
+199% +$33K ﹤0.01% 1339
2023
Q3 		$15.8K Hold
505
– – ﹤0.01% 1750
2023
Q2 		$16.5K Hold
505
– – ﹤0.01% 1752
2023
Q1 		$15.6K Hold
505
– – ﹤0.01% 1745
2022
Q4 		$15.7K Sell
505
-85
-14% -$2.62K ﹤0.01% 1582
2022
Q3 		$18K Hold
590
– – ﹤0.01% 1448
2022
Q2 		$17K Hold
590
– – ﹤0.01% 1417
2022
Q1 		$19K Buy
+590
New +$20K ﹤0.01% 1370
2021
Q3 		– Sell
-375
Closed -$12K – 2043
2021
Q2 		$12K Buy
+375
New +$11.9K ﹤0.01% 1338
2020
Q1 		– Sell
-21,555
Closed -$546K – 1666
2019
Q4 		$546K Sell
21,555
-17,995
-45% -$438K 0.08% 215
2019
Q3 		$932K Sell
39,550
-23,425
-37% -$546K 0.15% 148
2019
Q2 		$1.47M Buy
62,975
+36,435
+137% +$838K 0.28% 69
2019
Q1 		$602K Sell
26,540
-2,120
-7% -$46.8K 0.15% 130
2018
Q4 		$582K Buy
28,660
+2,500
+10% +$55.4K 0.15% 138
2018
Q3 		$621K Buy
26,160
+8,540
+48% +$200K 0.14% 139
2018
Q2 		$397K Sell
17,620
-115
-0.6% -$2.59K 0.1% 194
2018
Q1 		$391K Buy
17,735
+5,675
+47% +$130K 0.11% 188
2017
Q4 		$274K Buy
12,060
+9,005
+295% +$198K 0.08% 223
2017
Q3 		$65K Hold
3,055
– – 0.03% 386
2017
Q2 		$63K Buy
3,055
+1,140
+60% +$23.4K 0.03% 369
2017
Q1 		$35K Buy
1,915
+1,060
+124% +$21.6K 0.02% 434
2016
Q4 		$16K Buy
+855
New +$16.4K 0.01% 569

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 $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Global Retirement Partners's PRF Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 658% in Q4 2025, buying an estimated $194K and bringing the position to 4,851 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Global Retirement Partners first reported a position in PRF in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.47M in Q2 2019. 557 funds tracked by Wall St. Rank hold PRF as of Q4 2025.

  • Global Retirement Partners held 4,851 shares of Invesco FTSE RAFI US 1000 ETF worth $228K as of Q4 2025.
  • Global Retirement Partners bought 4,211 Invesco FTSE RAFI US 1000 ETF shares in Q4 2025, an estimated $194K.
  • Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1396 holding.
  • Global Retirement Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2016 and has held it in 29 quarters since.
  • Global Retirement Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $1.47M in Q2 2019.
  • 557 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.