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

SigFig 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
2026
Q2 		$2.63M Sell
48,682
-2,911
-6% -$152K 0.07% 73
2026
Q1 		$2.45M Buy
51,593
+10,122
+24% +$492K 0.07% 72
2025
Q4 		$1.95M Buy
41,471
+205
+0.5% +$9.44K 0.06% 83
2025
Q3 		$1.86M Buy
41,266
+2,926
+8% +$128K 0.06% 85
2025
Q2 		$1.61M Buy
38,340
+397
+1% +$15.9K 0.05% 87
2025
Q1 		$1.52M Buy
37,943
+15
+0% +$619 0.05% 87
2024
Q4 		$1.53M Sell
37,928
-621
-2% -$25.7K 0.06% 86
2024
Q3 		$1.56M Buy
38,549
+2,086
+6% +$81.8K 0.06% 84
2024
Q2 		$1.38M Buy
36,463
+1,361
+4% +$51.3K 0.05% 86
2024
Q1 		$1.35M Sell
35,102
-1,809
-5% -$65.7K 0.05% 93
2023
Q4 		$1.3M Sell
36,911
-5,684
-13% -$186K 0.05% 91
2023
Q3 		$1.36M Sell
42,595
-155
-0.4% -$5.12K 0.05% 88
2023
Q2 		$1.39M Sell
42,750
-3,135
-7% -$98.9K 0.05% 84
2023
Q1 		$1.44M Sell
45,885
-850
-2% -$26.9K 0.08% 75
2022
Q4 		$1.45M Sell
46,735
-110
-0.2% -$3.38K 0.07% 75
2022
Q3 		$1.32M Sell
46,845
-12,920
-22% -$397K 0.07% 73
2022
Q2 		$1.77M Sell
59,765
-24,690
-29% -$793K 0.09% 59
2022
Q1 		$2.89M Buy
84,455
+29,970
+55% +$1.01M 0.14% 50
2021
Q4 		$1.87M Buy
54,485
+19,295
+55% +$645K 0.09% 53
2021
Q3 		$1.11M Buy
+35,190
New +$1.14M 0.06% 66

Other funds holding PRF

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return