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Sonora Investment Management Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Sonora Investment Management 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
Q3 		$340K Buy
7,514
+525
+8% +$22.9K 0.02% 214
2025
Q2 		$295K Buy
6,989
+9
+0.1% +$360 0.02% 223
2025
Q1 		$282K Hold
6,980
– – 0.02% 228
2024
Q4 		$282K Hold
6,980
– – 0.02% 225
2024
Q3 		$284K Buy
+6,980
New +$274K 0.02% 228

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sonora Investment Management Group's PRF Position: Q3 2025 in Review

Sonora Investment Management Group increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 7.5% in Q3 2025, buying an estimated $22.9K and bringing the position to 7,514 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #214.

Sonora Investment Management Group first reported a position in PRF in Q3 2024 and has held it in 5 quarters since. 537 funds tracked by Wall St. Rank hold PRF as of Q3 2025.

  • Sonora Investment Management Group held 7,514 shares of Invesco FTSE RAFI US 1000 ETF worth $340K as of Q3 2025.
  • Sonora Investment Management Group bought 525 Invesco FTSE RAFI US 1000 ETF shares in Q3 2025, an estimated $22.9K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #214 holding.
  • Sonora Investment Management Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2024 and has held it in 5 quarters since.
  • 537 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.