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Tradewinds Capital Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Tradewinds Capital 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
2025
Q1 		– Sell
-374
Closed -$15.1K – 720
2024
Q4 		$15.1K Buy
+374
New +$15.5K ﹤0.01% 327
2020
Q1 		– Sell
-140
Closed -$4K – 723
2019
Q4 		$4K Buy
+140
New +$3.41K ﹤0.01% 531

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

Tradewinds Capital Management's PRF Position: Q1 2025 in Review

Tradewinds Capital Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2025, closing a stake of 374 shares — an estimated $15.1K sold.

Tradewinds Capital Management first reported a position in PRF in Q4 2019 and held it in 2 quarters. The position peaked at $15.1K in Q4 2024. 510 funds tracked by Wall St. Rank hold PRF as of Q1 2025.

  • Tradewinds Capital Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2025 after selling out during the quarter.
  • Tradewinds Capital Management sold 374 Invesco FTSE RAFI US 1000 ETF shares in Q1 2025, an estimated $15.1K.
  • Tradewinds Capital Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2019 and held it in 2 quarters.
  • Tradewinds Capital Management's Invesco FTSE RAFI US 1000 ETF position peaked at $15.1K in Q4 2024.
  • 510 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2025.

Based on Tradewinds Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.