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

Reston 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
2024 Q4	–	Sell	-2,746	Closed	-$112K	–	335
2024 Q3	$112K	Buy	+2,746	New	+$108K	0.04%	77
2020 Q3	–	Sell	-11,500	Closed	-$249K	–	43
2020 Q2	$249K	Sell	11,500 -30,855	-73%	-$643K	0.17%	35
2020 Q1	$783K	Sell	42,355 -786,165	-95%	-$18.3M	0.63%	19
2019 Q4	$21M	Sell	828,520 -100	-0%	-$2.44K	16.78%	1
2019 Q3	$19.5M	Buy	828,620 +40,925	+5%	+$954K	17.46%	1
2019 Q2	$18.4M	Buy	787,695 +8,100	+1%	+$186K	14.44%	2
2019 Q1	$18.2M	Sell	779,595 -137,020	-15%	-$3.02M	14.6%	2
2018 Q4	$18.6M	Buy	+916,615	New	+$20.3M	17.74%	2

Other funds holding PRF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Reston Wealth Management's PRF Position: Q4 2024 in Review

Reston Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2024, closing a stake of 2,746 shares — an estimated $112K sold.

Reston Wealth Management first reported a position in PRF in Q4 2018 and held it in 8 quarters. The position peaked at $21M in Q4 2019. 511 funds tracked by Wall St. Rank hold PRF as of Q4 2024.

Reston Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 2,746 Invesco FTSE RAFI US 1000 ETF shares in Q4 2024, an estimated $112K.
Reston Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2018 and held it in 8 quarters.
Reston Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $21M in Q4 2019.
511 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.