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Realta Investment Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-2,000
Closed -$81.2K – 359
2024
Q4 		$81.2K Hold
2,000
– – 0.03% 227
2024
Q3 		$82.4K Hold
2,000
– – 0.04% 221
2024
Q2 		$75.9K Hold
2,000
– – 0.01% 494
2024
Q1 		$76.9K Buy
+2,000
New +$72.6K 0.02% 508
2023
Q4 		– Sell
-463
Closed -$75.8K – 691
2023
Q3 		$75.8K Sell
463
-1,852
-80% -$61.1K 0.02% 486
2023
Q2 		$75.8K Buy
+2,315
New +$73.1K 0.02% 516
2023
Q1 		– Sell
-5,850
Closed -$182K – 709
2022
Q4 		$182K Buy
5,850
+4,505
+335% +$139K 0.04% 410
2022
Q3 		$37K Buy
+1,345
New +$41.3K 0.01% 558

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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Realta Investment Advisors's PRF Position: Q1 2025 in Review

Realta Investment Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2025, closing a stake of 2,000 shares — an estimated $81.2K sold.

Realta Investment Advisors first reported a position in PRF in Q3 2022 and held it in 8 quarters. The position peaked at $182K in Q4 2022. 510 funds tracked by Wall St. Rank hold PRF as of Q1 2025.

  • Realta Investment Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 2,000 Invesco FTSE RAFI US 1000 ETF shares in Q1 2025, an estimated $81.2K.
  • Realta Investment Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2022 and held it in 8 quarters.
  • Realta Investment Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $182K in Q4 2022.
  • 510 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.