Lowe Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Lowe Wealth Advisors’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	$20.3K	Hold	450	–	–	0.01%	209
2025 Q2	$19K	Hold	450	–	–	0.01%	203
2025 Q1	$18.2K	Hold	450	–	–	0.01%	204
2024 Q4	$18.2K	Hold	450	–	–	0.01%	193
2024 Q3	$18.3K	Hold	450	–	–	0.01%	173
2024 Q2	$17.1K	Hold	450	–	–	0.01%	184
2024 Q1	$17.3K	Hold	450	–	–	0.01%	177
2023 Q4	$15.8K	Hold	450	–	–	0.01%	176
2023 Q3	$14.3K	Hold	450	–	–	0.01%	173
2023 Q2	$14.7K	Hold	450	–	–	0.01%	188
2023 Q1	$14.1K	Hold	450	–	–	0.01%	181
2022 Q4	$14K	Hold	450	–	–	0.01%	187
2022 Q3	$12K	Hold	450	–	–	0.01%	190
2022 Q2	$13K	Hold	450	–	–	0.01%	170
2022 Q1	$15K	Buy	+450	New	+$15.2K	0.01%	174

Other funds holding PRF

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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

Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return