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Vishria Bird Financial Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Vishria Bird Financial 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 		$313K Hold
6,934
– – 0.06% 83
2025
Q2 		$293K Hold
6,934
– – 0.1% 80
2025
Q1 		$280K Hold
6,934
– – 0.1% 76
2024
Q4 		$280K Hold
6,934
– – 0.1% 71
2024
Q3 		$282K Buy
+6,934
New +$272K 0.11% 73

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

Vishria Bird Financial Group's PRF Position: Q3 2025 in Review

Vishria Bird Financial Group held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q3 2025 at 6,934 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #83.

Vishria Bird Financial Group first reported a position in PRF in Q3 2024 and has held it in 5 quarters since. 538 funds tracked by Wall St. Rank hold PRF as of Q3 2025.

  • Vishria Bird Financial Group held 6,934 shares of Invesco FTSE RAFI US 1000 ETF worth $313K as of Q3 2025.
  • Vishria Bird Financial Group left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q3 2025.
  • Invesco FTSE RAFI US 1000 ETF made up 0.06% of Vishria Bird Financial Group's portfolio in Q3 2025, its #83 holding.
  • Vishria Bird Financial Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2024 and has held it in 5 quarters since.
  • 538 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.