Planning Project LLC’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Planning Project LLC’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 Q4	$173K	Buy	+3,689	New	+$170K	0.04%	36

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Planning Project LLC's PRF Position: Q4 2025 in Review

Planning Project LLC opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2025: 3,689 shares worth $173K. The stake represents 0.04% of the portfolio and ranks #36 among its holdings.

558 funds tracked by Wall St. Rank hold PRF as of Q4 2025.

Planning Project LLC held 3,689 shares of Invesco FTSE RAFI US 1000 ETF worth $173K as of Q4 2025.
Invesco FTSE RAFI US 1000 ETF was a new Planning Project LLC position in Q4 2025.
Invesco FTSE RAFI US 1000 ETF made up 0.04% of Planning Project LLC's portfolio in Q4 2025, its #36 holding.
558 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.