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Kathleen S. Wright Associates’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$6.55K Hold
145
– – ﹤0.01% 219
2025
Q2 		$6.13K Hold
145
– – ﹤0.01% 228
2025
Q1 		$5.86K Hold
145
– – ﹤0.01% 233
2024
Q4 		$5.85K Hold
145
– – ﹤0.01% 234
2024
Q3 		$5.89K Buy
+145
New +$5.69K ﹤0.01% 265

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kathleen S. Wright Associates's PRF Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q3 2025 at 145 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Kathleen S. Wright Associates first reported a position in PRF in Q3 2024 and has held it in 5 quarters since. 537 funds tracked by Wall St. Rank hold PRF as of Q3 2025.

  • Kathleen S. Wright Associates held 145 shares of Invesco FTSE RAFI US 1000 ETF worth $6.55K as of Q3 2025.
  • Kathleen S. Wright Associates left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q3 2025.
  • Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #219 holding.
  • Kathleen S. Wright Associates first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2024 and has held it in 5 quarters since.
  • 537 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.