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

Highland 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
Q1 		– Sell
-6,009
Closed -$242K – 58
2024
Q4 		$242K Buy
+6,009
New +$248K 0.08% 53

Other funds holding PRF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

Highland Financial Advisors's PRF Position: Q1 2025 in Review

Highland Financial Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2025, closing a stake of 6,009 shares — an estimated $242K sold.

Highland Financial Advisors first reported a position in PRF in Q4 2024 and held it in 1 quarter. The position peaked at $242K in Q4 2024. 510 funds tracked by Wall St. Rank hold PRF as of Q1 2025.

  • Highland Financial Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2025 after selling out during the quarter.
  • Highland Financial Advisors sold 6,009 Invesco FTSE RAFI US 1000 ETF shares in Q1 2025, an estimated $242K.
  • Highland Financial Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2024 and held it in 1 quarter.
  • Highland Financial Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $242K in Q4 2024.
  • 510 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2025.

Based on Highland Financial Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.