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Laird Norton Wetherby Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Laird Norton Wetherby Wealth Management’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 		$546K Buy
12,086
+1,256
+12% +$54.9K 0.02% 554
2025
Q2 		$458K Buy
+10,830
New +$433K 0.02% 591
2024
Q4 		$437K Hold
10,830
– – 0.02% 579
2024
Q3 		$440K Hold
10,830
– – 0.02% 608
2024
Q2 		$411K Sell
10,830
-1,575
-13% -$59.4K 0.02% 600
2024
Q1 		$477K Sell
12,405
-265
-2% -$9.62K 0.02% 570
2023
Q4 		$446K Hold
12,670
– – 0.02% 586
2023
Q3 		$403K Buy
12,670
+265
+2% +$8.75K 0.02% 594
2023
Q2 		$406K Sell
12,405
-1,910
-13% -$60.3K 0.02% 613
2023
Q1 		$449K Buy
14,315
+1,500
+12% +$47.5K 0.03% 576
2022
Q4 		$398K Hold
12,815
– – 0.03% 591
2022
Q3 		$356K Hold
12,815
– – 0.03% 597
2022
Q2 		$380K Hold
12,815
– – 0.03% 598
2022
Q1 		$438K Hold
12,815
– – 0.03% 565
2021
Q4 		$440K Hold
12,815
– – 0.02% 571
2021
Q3 		$406K Sell
12,815
-1,255
-9% -$40.6K 0.03% 580
2021
Q2 		$451K Buy
+14,070
New +$448K 0.03% 556
2021
Q1 		– Sell
-14,070
Closed -$375K – 872
2020
Q4 		$375K Buy
+14,070
New +$350K 0.03% 565

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

Laird Norton Wetherby Wealth Management's PRF Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 12% in Q3 2025, buying an estimated $54.9K and bringing the position to 12,086 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #554.

Laird Norton Wetherby Wealth Management first reported a position in PRF in Q4 2020 and has held it in 18 quarters since. 538 funds tracked by Wall St. Rank hold PRF as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 12,086 shares of Invesco FTSE RAFI US 1000 ETF worth $546K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 1,256 Invesco FTSE RAFI US 1000 ETF shares in Q3 2025, an estimated $54.9K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #554 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2020 and has held it in 18 quarters since.
  • 538 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.