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Kohmann Bosshard Financial Services’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Kohmann Bosshard Financial Services’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
2026
Q1 		– Sell
-370
Closed -$17.4K – 501
2025
Q4 		$17.4K Buy
+370
New +$17K ﹤0.01% 762
2025
Q1 		– Sell
-370
Closed -$14.9K – 652
2024
Q4 		$14.9K Buy
+370
New +$15.3K ﹤0.01% 468

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 $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 $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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kohmann Bosshard Financial Services's PRF Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2026, closing a stake of 370 shares — an estimated $17.4K sold.

Kohmann Bosshard Financial Services first reported a position in PRF in Q4 2024 and held it in 2 quarters. The position peaked at $17.4K in Q4 2025. 561 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 370 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $17.4K.
  • Kohmann Bosshard Financial Services first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Invesco FTSE RAFI US 1000 ETF position peaked at $17.4K in Q4 2025.
  • 561 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.