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Householder Group Estate & Retirement Specialist’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$949K Hold
23,537
– – 0.71% 27
2024
Q3 		$956K Sell
23,537
-326
-1% -$12.8K 0.28% 79
2024
Q2 		$905K Sell
23,863
-174
-0.7% -$6.56K 0.25% 87
2024
Q1 		$925K Buy
24,037
+96
+0.4% +$3.49K 0.28% 81
2023
Q4 		$842K Sell
23,941
-36,613
-60% -$1.2M 0.28% 75
2023
Q3 		$1.93M Buy
+60,554
New +$2M 0.69% 28
2023
Q1 		$4K Buy
+120
New +$3.8K ﹤0.01% 1001
2022
Q4 		– Sell
-120
Closed -$3K – 892
2022
Q3 		$3K Buy
+120
New +$3.69K ﹤0.01% 932

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
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

Householder Group Estate & Retirement Specialist's PRF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q4 2024 at 23,537 shares worth $949K. The position accounts for 0.71% of the portfolio, ranked #27.

Householder Group Estate & Retirement Specialist first reported a position in PRF in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.93M in Q3 2023. 511 funds tracked by Wall St. Rank hold PRF as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 23,537 shares of Invesco FTSE RAFI US 1000 ETF worth $949K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q4 2024.
  • Invesco FTSE RAFI US 1000 ETF made up 0.71% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #27 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Invesco FTSE RAFI US 1000 ETF position peaked at $1.93M in Q3 2023.
  • 511 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.