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Kiely Wealth Advisory Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Kiely Wealth Advisory Group’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 		$2.52K Hold
60
– – ﹤0.01% 287
2024
Q3 		$2.52K Hold
60
– – ﹤0.01% 285
2024
Q2 		$2.28K Hold
60
– – ﹤0.01% 276
2024
Q1 		$2.25K Hold
60
– – ﹤0.01% 248
2023
Q4 		$2.15K Buy
+60
New +$1.97K ﹤0.01% 244

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 $1.6B AUM 20.7% 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

Kiely Wealth Advisory Group's PRF Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q4 2024 at 60 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Kiely Wealth Advisory Group first reported a position in PRF in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.52K in Q3 2024. 511 funds tracked by Wall St. Rank hold PRF as of Q4 2024.

  • Kiely Wealth Advisory Group held 60 shares of Invesco FTSE RAFI US 1000 ETF worth $2.52K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q4 2024.
  • Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #287 holding.
  • Kiely Wealth Advisory Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Invesco FTSE RAFI US 1000 ETF position peaked at $2.52K in Q3 2024.
  • 511 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.