Kovitz Investment Group Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Kovitz Investment Group Partners’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	-1,284,595	Closed	-$58.1M	–	1102
2025 Q3	$58.1M	Sell	1,284,595 -52,021	-4%	-$2.27M	0.23%	94
2025 Q2	$56.5M	Sell	1,336,616 -5,954	-0.4%	-$238K	0.24%	92
2025 Q1	$54.3M	Sell	1,342,570 -15,651	-1%	-$646K	0.27%	88
2024 Q4	$54.8M	Sell	1,358,221 -23,483	-2%	-$970K	0.27%	84
2024 Q3	$54.3M	Buy	1,381,704 +1,344,229	+3,587%	+$52.7M	0.39%	62
2024 Q2	$1.42M	Hold	37,475	–	–	0.01%	479
2024 Q1	$1.44M	Buy	37,475 +8,485	+29%	+$308K	0.02%	348
2023 Q4	$1.02M	Hold	28,990	–	–	0.02%	292
2023 Q3	$922K	Hold	28,990	–	–	0.02%	292
2023 Q2	$949K	Sell	28,990 -6,290	-18%	-$199K	0.01%	301
2023 Q1	$1.11M	Hold	35,280	–	–	0.02%	278
2022 Q4	$1.09M	Hold	35,280	–	–	0.02%	269
2022 Q3	$979K	Hold	35,280	–	–	0.02%	267
2022 Q2	$1.05M	Hold	35,280	–	–	0.02%	278
2022 Q1	$1.21M	Buy	+35,280	New	+$1.19M	0.02%	278

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kovitz Investment Group Partners's PRF Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2025, closing a stake of 1,284,595 shares — an estimated $58.1M sold.

Kovitz Investment Group Partners first reported a position in PRF in Q1 2022 and held it in 15 quarters. The position peaked at $58.1M in Q3 2025. 560 funds tracked by Wall St. Rank hold PRF as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 1,284,595 Invesco FTSE RAFI US 1000 ETF shares in Q4 2025, an estimated $58.1M.
Kovitz Investment Group Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2022 and held it in 15 quarters.
Kovitz Investment Group Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $58.1M in Q3 2025.
560 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.