SageView Advisory Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

SageView Advisory Group’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	$740K	Sell	15,762 -426	-3%	-$19.6K	0.03%	296
2025 Q3	$732K	Sell	16,188 -851	-5%	-$37.2K	0.03%	311
2025 Q2	$735K	Sell	17,039 -839	-5%	-$33.5K	0.03%	289
2025 Q1	$722K	Sell	17,878 -1,736	-9%	-$71.6K	0.03%	273
2024 Q4	$791K	Buy	19,614 +2,659	+16%	+$110K	0.03%	256
2024 Q3	$689K	Sell	16,955 -6,316	-27%	-$248K	0.04%	249
2024 Q2	$883K	Buy	+23,271	New	+$877K	0.04%	241
2024 Q1	–	Sell	-91,424	Closed	-$3.29M	–	733
2023 Q4	$3.29M	Buy	91,424 +44,348	+94%	+$1.45M	0.14%	93
2023 Q3	$1.5M	Sell	47,076 -16,984	-27%	-$561K	0.09%	142
2023 Q2	$2.1M	Buy	64,060 +21,010	+49%	+$663K	0.12%	113
2023 Q1	$1.35M	Sell	43,050 -3,585	-8%	-$114K	0.09%	161
2022 Q4	$1.45M	Buy	+46,635	New	+$1.44M	0.12%	123

Other funds holding PRF

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SageView Advisory Group's PRF Position: Q4 2025 in Review

SageView Advisory Group reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 2.6% in Q4 2025, selling an estimated $19.6K and leaving 15,762 shares worth $740K. The position accounts for 0.03% of the portfolio, ranked #296.

SageView Advisory Group first reported a position in PRF in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.29M in Q4 2023. 557 funds tracked by Wall St. Rank hold PRF as of Q4 2025.

SageView Advisory Group held 15,762 shares of Invesco FTSE RAFI US 1000 ETF worth $740K as of Q4 2025.
SageView Advisory Group sold 426 Invesco FTSE RAFI US 1000 ETF shares in Q4 2025, an estimated $19.6K.
Invesco FTSE RAFI US 1000 ETF made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #296 holding.
SageView Advisory Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Invesco FTSE RAFI US 1000 ETF position peaked at $3.29M in Q4 2023.
557 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.