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Obsidian Personal Planning Solutions’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Obsidian Personal Planning Solutions’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 		$1.29M Sell
28,269
-1,326
-4% -$57.9K 0.45% 32
2025
Q2 		$1.25M Sell
29,595
-602
-2% -$24.1K 0.51% 32
2025
Q1 		$1.18M Sell
30,197
-98,412
-77% -$4.06M 0.53% 30
2024
Q4 		$5.4M Buy
128,609
+4,362
+4% +$180K 2.61% 15
2024
Q3 		$5M Buy
124,247
+8,340
+7% +$327K 2.61% 16
2024
Q2 		$4.4M Buy
115,907
+5,740
+5% +$216K 2.68% 15
2024
Q1 		$4.06M Sell
110,167
-2,118
-2% -$76.9K 2.66% 15
2023
Q4 		$3.95M Buy
112,285
+3,401
+3% +$111K 3.01% 12
2023
Q3 		$3.46M Buy
108,884
+12,339
+13% +$407K 2.96% 11
2023
Q2 		$3.16M Buy
96,545
+4,145
+4% +$131K 3.89% 9
2023
Q1 		$2.9M Buy
92,400
+500
+0.5% +$15.8K 4.22% 9
2022
Q4 		$2.85M Buy
91,900
+2,955
+3% +$90.9K 4.58% 8
2022
Q3 		$2.47M Buy
88,945
+2,015
+2% +$61.9K 4.52% 9
2022
Q2 		$2.58M Buy
+86,930
New +$2.79M 4.39% 8

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 $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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 $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Obsidian Personal Planning Solutions's PRF Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 4.5% in Q3 2025, selling an estimated $57.9K and leaving 28,269 shares worth $1.29M. The position accounts for 0.45% of the portfolio, ranked #32.

Obsidian Personal Planning Solutions first reported a position in PRF in Q2 2022 and has held it in 14 quarters since. The position peaked at $5.4M in Q4 2024. 537 funds tracked by Wall St. Rank hold PRF as of Q3 2025.

  • Obsidian Personal Planning Solutions held 28,269 shares of Invesco FTSE RAFI US 1000 ETF worth $1.29M as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 1,326 Invesco FTSE RAFI US 1000 ETF shares in Q3 2025, an estimated $57.9K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.45% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #32 holding.
  • Obsidian Personal Planning Solutions first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2022 and has held it in 14 quarters since.
  • Obsidian Personal Planning Solutions's Invesco FTSE RAFI US 1000 ETF position peaked at $5.4M in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.