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Invesco Exchange Traded Fd T ftse rafi 1000 shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Invesco Exchange Traded Fd T ftse rafi 1000

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T ftse rafi 1000 held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T ftse rafi 1000 by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $447k 9.5k 46.92
2025-09-30 $431k 9.5k 45.21
2025-06-30 $403k 9.5k 42.27
2025-03-31 $385k 9.5k 40.41
2024-12-31 $373k 9.2k 40.34
2024-09-30 $375k 9.2k 40.63
2024-06-30 $351k 9.2k 37.95
2024-03-31 $355k 9.2k 38.47
2023-09-30 $294k 9.2k 31.82
2023-06-30 $302k 1.8k 163.64
2023-03-31 $290k 1.8k 156.77
2022-12-31 $287k 1.8k 155.14
2022-09-30 $256k 1.8k 138.53
2022-06-30 $274k 1.8k 148.27
2022-03-31 $316k 1.8k 171.00
2021-12-31 $317k 1.8k 171.54
2021-09-30 $293k 1.8k 158.55
2021-06-30 $296k 1.8k 160.17
2021-03-31 $280k 1.8k 151.52
2020-09-30 $210k 1.8k 113.64
2020-06-30 $200k 1.8k 108.23
2019-12-31 $229k 1.8k 126.59
2019-09-30 $213k 1.8k 117.74
2019-06-30 $320k 2.7k 116.75
2019-03-31 $296k 2.6k 113.37
2018-12-31 $242k 2.4k 101.77
2018-09-30 $265k 2.2k 118.89
2018-06-30 $249k 2.2k 112.47

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Packaging Corporation of America (PKG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding Invesco Exchange Traded Fd T ftse rafi 1000

Ameriprise Financial
Pnc Financial Services
Envestnet Asset Management
Warren Averett Asset Management
Mariner Wealth Advisors
Invesco
Commonwealth Equity Services
LPL Financial
Wealth Enhancement Advisory Services
Linscomb & Williams
D.A. Davidson & Co.
Arbor Investment Advisors
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Colony

View all funds holding Invesco Exchange Traded Fd T ftse rafi 1000