Israel Englander’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Israel Englander’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	-8,673	Closed	-$350K	–	6294
2024 Q4	$350K	Buy	+8,673	New	+$358K	﹤0.01%	4985
2017 Q4	–	Sell	-25,440	Closed	-$545K	–	4014
2017 Q3	$545K	Buy	25,440 +15,645	+160%	+$327K	﹤0.01%	2803
2017 Q2	$203K	Buy	+9,795	New	+$201K	﹤0.01%	3191
2016 Q2	–	Sell	-15,880	Closed	-$280K	–	3488
2016 Q1	$280K	Buy	15,880 +1,980	+14%	+$33K	﹤0.01%	2805
2015 Q4	$241K	Buy	13,900 +1,350	+11%	+$23.8K	﹤0.01%	3005
2015 Q3	$208K	Buy	+12,550	New	+$221K	﹤0.01%	3096

Other funds holding PRF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

Israel Englander's PRF Position: Q1 2025 in Review

Israel Englander sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2025, closing a stake of 8,673 shares — an estimated $350K sold.

Israel Englander first reported a position in PRF in Q3 2015 and held it in 6 quarters. The position peaked at $545K in Q3 2017. 510 funds tracked by Wall St. Rank hold PRF as of Q1 2025.

Israel Englander reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2025 after selling out during the quarter.
Israel Englander sold 8,673 Invesco FTSE RAFI US 1000 ETF shares in Q1 2025, an estimated $350K.
Israel Englander first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2015 and held it in 6 quarters.
Israel Englander's Invesco FTSE RAFI US 1000 ETF position peaked at $545K in Q3 2017.
510 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2025.

Based on Millennium Management's 13F filing for Q1 2025, filed 15 May 2025.