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

Schechter 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	$498K	Hold	12,333	–	–	0.04%	370
2024 Q4	$498K	Hold	12,333	–	–	0.04%	388
2024 Q3	$501K	Hold	12,333	–	–	0.04%	394
2024 Q2	$468K	Buy	12,333 +1,203	+11%	+$45.4K	0.04%	388
2024 Q1	$428K	Hold	11,130	–	–	0.03%	411
2023 Q4	$392K	Hold	11,130	–	–	0.03%	398
2023 Q3	$354K	Buy	11,130 +4,650	+72%	+$153K	0.03%	415
2023 Q2	$212K	Hold	6,480	–	–	0.02%	577
2023 Q1	$203K	Sell	6,480 -100	-2%	-$3.17K	0.02%	618
2022 Q4	$204K	Buy	+6,580	New	+$202K	0.02%	755

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

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Schechter Investment Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2025 at 12,333 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #370.

Schechter Investment Advisors first reported a position in PRF in Q4 2022 and has held it in 10 quarters since. The position peaked at $501K in Q3 2024. 510 funds tracked by Wall St. Rank hold PRF as of Q1 2025.

Schechter Investment Advisors held 12,333 shares of Invesco FTSE RAFI US 1000 ETF worth $498K as of Q1 2025.
Schechter Investment Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2025.
Invesco FTSE RAFI US 1000 ETF made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #370 holding.
Schechter Investment Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2022 and has held it in 10 quarters since.
Schechter Investment Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $501K in Q3 2024.
510 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2025.

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