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True Link Financial Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

True Link Financial 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
Q3 		– Sell
-11,640
Closed -$492K – 95
2025
Q2 		$492K Sell
11,640
-6,000
-34% -$240K 0.03% 52
2025
Q1 		$713K Buy
+17,640
New +$728K 0.05% 41

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 22.9% 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

True Link Financial Advisors's PRF Position: Q3 2025 in Review

True Link Financial Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2025, closing a stake of 11,640 shares — an estimated $492K sold.

True Link Financial Advisors first reported a position in PRF in Q1 2025 and held it in 2 quarters. The position peaked at $713K in Q1 2025. 538 funds tracked by Wall St. Rank hold PRF as of Q3 2025.

  • True Link Financial Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2025 after selling out during the quarter.
  • True Link Financial Advisors sold 11,640 Invesco FTSE RAFI US 1000 ETF shares in Q3 2025, an estimated $492K.
  • True Link Financial Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2025 and held it in 2 quarters.
  • True Link Financial Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $713K in Q1 2025.
  • 538 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2025.

Based on True Link Financial Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.