Paulson Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Paulson 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	–	Sell	-16,185	Closed	-$684K	–	142
2025 Q2	$684K	Hold	16,185	–	–	0.18%	64
2025 Q1	$654K	Hold	16,185	–	–	0.18%	53
2024 Q4	$653K	Hold	16,185	–	–	0.18%	57
2024 Q3	$658K	Sell	16,185 -2,650	-14%	-$104K	0.18%	61
2024 Q2	$715K	Hold	18,835	–	–	0.21%	59
2024 Q1	$725K	Hold	18,835	–	–	0.21%	55
2023 Q4	$663K	Hold	18,835	–	–	0.21%	55
2023 Q3	$599K	Hold	18,835	–	–	0.21%	59
2023 Q2	$616K	Hold	18,835	–	–	0.21%	56
2023 Q1	$591K	Hold	18,835	–	–	0.26%	35
2022 Q4	$584K	Hold	18,835	–	–	0.29%	34
2022 Q3	$523K	Hold	18,835	–	–	0.28%	31
2022 Q2	$558K	Hold	18,835	–	–	0.29%	30
2022 Q1	$644K	Hold	18,835	–	–	0.29%	28
2021 Q4	$647K	Hold	18,835	–	–	0.29%	33
2021 Q3	$597K	Hold	18,835	–	–	0.28%	40
2021 Q2	$604K	Hold	18,835	–	–	0.29%	37
2021 Q1	$588K	Hold	18,835	–	–	0.29%	36
2020 Q4	$502K	Hold	18,835	–	–	0.29%	45
2020 Q3	$429K	Hold	18,835	–	–	0.28%	50
2020 Q2	$408K	Hold	18,835	–	–	0.29%	55
2020 Q1	$371K	Sell	18,835 -2,760	-13%	-$64.1K	0.28%	59
2019 Q4	$557K	Hold	21,595	–	–	0.39%	49
2019 Q3	$509K	Sell	21,595 -20,750	-49%	-$484K	0.38%	47
2019 Q2	$1M	Hold	42,345	–	–	0.75%	24
2019 Q1	$960K	Hold	42,345	–	–	0.73%	23
2018 Q4	$909K	Sell	42,345 -755	-2%	-$16.7K	0.75%	30
2018 Q3	$969K	Buy	43,100 +755	+2%	+$17.7K	0.87%	27
2018 Q2	$954K	Hold	42,345	–	–	0.94%	29
2018 Q1	$933K	Hold	42,345	–	–	0.93%	31
2017 Q4	$962K	Buy	+42,345	New	+$933K	0.84%	30

Other funds holding PRF

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Paulson Wealth Management's PRF Position: Q3 2025 in Review

Paulson Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2025, closing a stake of 16,185 shares — an estimated $684K sold.

Paulson Wealth Management first reported a position in PRF in Q4 2017 and held it in 31 quarters. The position peaked at $1M in Q2 2019. 537 funds tracked by Wall St. Rank hold PRF as of Q3 2025.

Paulson Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2025 after selling out during the quarter.
Paulson Wealth Management sold 16,185 Invesco FTSE RAFI US 1000 ETF shares in Q3 2025, an estimated $684K.
Paulson Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2017 and held it in 31 quarters.
Paulson Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $1M in Q2 2019.
537 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2025.

Based on Paulson Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.