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JPL Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

JPL Wealth 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
Q4 		– Sell
-770
Closed -$34.8K – 863
2025
Q3 		$34.8K Buy
+770
New +$33.6K 0.01% 295

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 22.9% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JPL Wealth Management's PRF Position: Q4 2025 in Review

JPL Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2025, closing a stake of 770 shares — an estimated $34.8K sold.

JPL Wealth Management first reported a position in PRF in Q3 2025 and held it in 1 quarter. The position peaked at $34.8K in Q3 2025. 560 funds tracked by Wall St. Rank hold PRF as of Q4 2025.

  • JPL Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • JPL Wealth Management sold 770 Invesco FTSE RAFI US 1000 ETF shares in Q4 2025, an estimated $34.8K.
  • JPL Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2025 and held it in 1 quarter.
  • JPL Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $34.8K in Q3 2025.
  • 560 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.