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

Sachetta’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	-60	Closed	-$2.44K	–	1265
2024 Q3	$2.44K	Buy	+60	New	+$2.35K	﹤0.01%	822

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

Sachetta's PRF Position: Q4 2024 in Review

Sachetta sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2024, closing a stake of 60 shares — an estimated $2.44K sold.

Sachetta first reported a position in PRF in Q3 2024 and held it in 1 quarter. The position peaked at $2.44K in Q3 2024. 511 funds tracked by Wall St. Rank hold PRF as of Q4 2024.

Sachetta reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2024 after selling out during the quarter.
Sachetta sold 60 Invesco FTSE RAFI US 1000 ETF shares in Q4 2024, an estimated $2.44K.
Sachetta first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2024 and held it in 1 quarter.
Sachetta's Invesco FTSE RAFI US 1000 ETF position peaked at $2.44K in Q3 2024.
511 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2024.

Based on Sachetta's 13F filing for Q4 2024, filed 21 Jan 2025.