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Mogy Joel R Investment Counsel’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Mogy Joel R Investment Counsel’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 		– Sell
-25
Closed -$1.06K – 122
2025
Q2 		$1.06K Buy
+25
New +$999 ﹤0.01% 125
2024
Q2 		– Sell
-625
Closed -$24K – 114
2024
Q1 		$24K Buy
+625
New +$22.7K ﹤0.01% 118

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 22.9% 1-Year Est. Return
Waverly Advisors
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 $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mogy Joel R Investment Counsel's PRF Position: Q3 2025 in Review

Mogy Joel R Investment Counsel sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2025, closing a stake of 25 shares — an estimated $1.06K sold.

Mogy Joel R Investment Counsel first reported a position in PRF in Q1 2024 and held it in 2 quarters. The position peaked at $24K in Q1 2024. 538 funds tracked by Wall St. Rank hold PRF as of Q3 2025.

  • Mogy Joel R Investment Counsel reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2025 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 25 Invesco FTSE RAFI US 1000 ETF shares in Q3 2025, an estimated $1.06K.
  • Mogy Joel R Investment Counsel first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2024 and held it in 2 quarters.
  • Mogy Joel R Investment Counsel's Invesco FTSE RAFI US 1000 ETF position peaked at $24K in Q1 2024.
  • 538 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2025.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2025, filed 16 Oct 2025.