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WR Wealth Planners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

WR Wealth Planners’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
2024
Q4 		$28.2K Sell
700
-640
-48% -$26.4K 0.01% 406
2024
Q3 		$54.4K Hold
1,340
– – 0.02% 333
2024
Q2 		$50.9K Hold
1,340
– – 0.02% 331
2024
Q1 		$51.5K Buy
+1,340
New +$48.7K 0.02% 328
2023
Q4 		– Sell
-1,385
Closed -$44.1K – 676
2023
Q3 		$44.1K Hold
1,385
– – 0.02% 334
2023
Q2 		$45.3K Hold
1,385
– – 0.02% 329
2023
Q1 		$43.4K Buy
+1,385
New +$43.9K 0.02% 336

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WR Wealth Planners's PRF Position: Q4 2024 in Review

WR Wealth Planners reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 48% in Q4 2024, selling an estimated $26.4K and leaving 700 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #406.

WR Wealth Planners first reported a position in PRF in Q1 2023 and has held it in 7 quarters since. The position peaked at $54.4K in Q3 2024. 511 funds tracked by Wall St. Rank hold PRF as of Q4 2024.

  • WR Wealth Planners held 700 shares of Invesco FTSE RAFI US 1000 ETF worth $28.2K as of Q4 2024.
  • WR Wealth Planners sold 640 Invesco FTSE RAFI US 1000 ETF shares in Q4 2024, an estimated $26.4K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #406 holding.
  • WR Wealth Planners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Invesco FTSE RAFI US 1000 ETF position peaked at $54.4K in Q3 2024.
  • 511 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.