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Key Financial Inc’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Key Financial Inc’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 		– Sell
-255
Closed -$10.8K – 1490
2025
Q2 		$10.8K Hold
255
– – ﹤0.01% 834
2025
Q1 		$10.3K Hold
255
– – ﹤0.01% 808
2024
Q4 		$10.3K Hold
255
– – ﹤0.01% 807
2024
Q3 		$10.4K Hold
255
– – ﹤0.01% 788
2024
Q2 		$9.68K Hold
255
– – ﹤0.01% 791
2024
Q1 		$9.81K Hold
255
– – ﹤0.01% 767
2023
Q4 		$8.98K Hold
255
– – ﹤0.01% 770
2023
Q3 		$8.11K Hold
255
– – ﹤0.01% 777
2023
Q2 		$8.35K Hold
255
– – ﹤0.01% 781
2023
Q1 		$8K Sell
255
-950
-79% -$30.1K ﹤0.01% 721
2022
Q4 		$33.4K Hold
1,205
– – 0.02% 426
2022
Q3 		$33K Hold
1,205
– – 0.02% 429
2022
Q2 		$36K Hold
1,205
– – 0.02% 416
2022
Q1 		$41K Hold
1,205
– – 0.02% 388
2021
Q4 		$41K Hold
1,205
– – 0.02% 371
2021
Q3 		$38K Hold
1,205
– – 0.02% 378
2021
Q2 		$39K Hold
1,205
– – 0.02% 385
2021
Q1 		$37K Hold
1,205
– – 0.02% 323
2020
Q4 		$32K Buy
+1,205
New +$30K 0.02% 312
2020
Q2 		– Sell
-1,205
Closed -$23K – 478
2020
Q1 		$23K Buy
+1,205
New +$28K 0.02% 308

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 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $445B AUM 25.58% 1-Year Est. Return

Key Financial Inc's PRF Position: Q3 2025 in Review

Key Financial Inc sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2025, closing a stake of 255 shares — an estimated $10.8K sold.

Key Financial Inc first reported a position in PRF in Q1 2020 and held it in 20 quarters. The position peaked at $41K in Q1 2022. 538 funds tracked by Wall St. Rank hold PRF as of Q3 2025.

  • Key Financial Inc reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2025 after selling out during the quarter.
  • Key Financial Inc sold 255 Invesco FTSE RAFI US 1000 ETF shares in Q3 2025, an estimated $10.8K.
  • Key Financial Inc first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2020 and held it in 20 quarters.
  • Key Financial Inc's Invesco FTSE RAFI US 1000 ETF position peaked at $41K in Q1 2022.
  • 538 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.