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Sandy Spring Bank’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Sandy Spring Bank’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
-1,100
Closed -$44.4K – 1286
2024
Q4 		$44.4K Sell
1,100
-2,015
-65% -$83.3K ﹤0.01% 605
2024
Q3 		$127K Hold
3,115
– – 0.01% 428
2024
Q2 		$118K Hold
3,115
– – 0.01% 429
2024
Q1 		$120K Buy
3,115
+15
+0.5% +$545 0.01% 432
2023
Q4 		$109K Hold
3,100
– – 0.01% 436
2023
Q3 		$98.6K Sell
3,100
-1,175
-27% -$38.8K 0.01% 437
2023
Q2 		$140K Hold
4,275
– – 0.01% 399
2023
Q1 		$134K Buy
+4,275
New +$135K 0.01% 390

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 $79.5B AUM 27.1% 1-Year Est. Return

Sandy Spring Bank's PRF Position: Q1 2025 in Review

Sandy Spring Bank sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2025, closing a stake of 1,100 shares — an estimated $44.4K sold.

Sandy Spring Bank first reported a position in PRF in Q1 2023 and held it in 8 quarters. The position peaked at $140K in Q2 2023. 510 funds tracked by Wall St. Rank hold PRF as of Q1 2025.

  • Sandy Spring Bank reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2025 after selling out during the quarter.
  • Sandy Spring Bank sold 1,100 Invesco FTSE RAFI US 1000 ETF shares in Q1 2025, an estimated $44.4K.
  • Sandy Spring Bank first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2023 and held it in 8 quarters.
  • Sandy Spring Bank's Invesco FTSE RAFI US 1000 ETF position peaked at $140K in Q2 2023.
  • 510 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.