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Planned Solutions’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Planned 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
2024
Q4 		– Sell
-235
Closed -$9.55K – 492
2024
Q3 		$9.55K Buy
+235
New +$9.21K ﹤0.01% 454
2024
Q1 		– Sell
-110
Closed -$3.87K – 423
2023
Q4 		$3.87K Buy
+110
New +$3.61K ﹤0.01% 478

Other funds holding PRF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Planned Solutions's PRF Position: Q4 2024 in Review

Planned Solutions sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2024, closing a stake of 235 shares — an estimated $9.55K sold.

Planned Solutions first reported a position in PRF in Q4 2023 and held it in 2 quarters. The position peaked at $9.55K in Q3 2024. 511 funds tracked by Wall St. Rank hold PRF as of Q4 2024.

  • Planned Solutions reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 235 Invesco FTSE RAFI US 1000 ETF shares in Q4 2024, an estimated $9.55K.
  • Planned Solutions first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Invesco FTSE RAFI US 1000 ETF position peaked at $9.55K in Q3 2024.
  • 511 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.