AIMZ Investment Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

AIMZ Investment 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
2026 Q1	$1.19M	Hold	25,000	–	–	0.37%	69
2025 Q4	$1.17M	Hold	25,000	–	–	0.34%	71
2025 Q3	$1.13M	Hold	25,000	–	–	0.35%	68
2025 Q2	$1.06M	Hold	25,000	–	–	0.35%	67
2025 Q1	$1.01M	Hold	25,000	–	–	0.35%	67
2024 Q4	$1.01M	Hold	25,000	–	–	0.35%	68
2024 Q3	$1.02M	Hold	25,000	–	–	0.35%	66
2024 Q2	$949K	Hold	25,000	–	–	0.34%	67
2024 Q1	$962K	Hold	25,000	–	–	0.36%	65
2023 Q4	$880K	Hold	25,000	–	–	0.36%	65
2023 Q3	$796K	Hold	25,000	–	–	0.35%	64
2023 Q2	$818K	Hold	25,000	–	–	0.35%	65
2023 Q1	$784K	Hold	25,000	–	–	0.35%	64
2022 Q4	$776K	Hold	25,000	–	–	0.37%	63
2022 Q3	$694K	Hold	25,000	–	–	0.35%	68
2022 Q2	$741K	Hold	25,000	–	–	0.36%	69
2022 Q1	$854K	Hold	25,000	–	–	0.35%	71
2021 Q4	$859K	Hold	25,000	–	–	0.33%	73
2021 Q3	$792K	Hold	25,000	–	–	0.36%	71
2021 Q2	$802K	Hold	25,000	–	–	0.36%	70
2021 Q1	$758K	Hold	25,000	–	–	0.37%	68
2020 Q4	$666K	Hold	25,000	–	–	0.35%	66
2020 Q3	$569K	Hold	25,000	–	–	0.34%	65
2020 Q2	$542K	Hold	25,000	–	–	0.35%	65
2020 Q1	$462K	Hold	25,000	–	–	0.36%	67
2019 Q4	$634K	Hold	25,000	–	–	0.41%	66
2019 Q3	$589K	Hold	25,000	–	–	0.41%	67
2019 Q2	$583K	Hold	25,000	–	–	0.4%	67
2019 Q1	$567K	Hold	25,000	–	–	0.39%	69
2018 Q4	$508K	Hold	25,000	–	–	0.39%	68
2018 Q3	$594K	Hold	25,000	–	–	0.38%	70
2018 Q2	$563K	Hold	25,000	–	–	0.4%	70
2018 Q1	$551K	Hold	25,000	–	–	0.4%	70
2017 Q4	$568K	Hold	25,000	–	–	0.43%	68
2017 Q3	$536K	Hold	25,000	–	–	0.44%	66
2017 Q2	$517K	Hold	25,000	–	–	0.43%	67
2017 Q1	$512K	Hold	25,000	–	–	0.43%	67
2016 Q4	$498K	Hold	25,000	–	–	0.45%	66
2016 Q3	$468K	Hold	25,000	–	–	0.42%	66
2016 Q2	$453K	Sell	25,000 -42,600	-63%	-$763K	0.42%	69
2016 Q1	$1.21M	Buy	67,600 +33,800	+100%	+$564K	0.53%	59
2015 Q4	$587K	Hold	33,800	–	–	0.54%	58
2015 Q3	$560K	Hold	33,800	–	–	0.51%	62
2015 Q2	$613K	Hold	33,800	–	–	0.53%	60
2015 Q1	$617K	Hold	33,800	–	–	0.53%	57
2014 Q4	$618K	Buy	+33,800	New	+$604K	0.55%	57

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIMZ Investment Advisors's PRF Position: Q1 2026 in Review

AIMZ Investment Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2026 at 25,000 shares worth $1.19M. The position accounts for 0.37% of the portfolio, ranked #69.

AIMZ Investment Advisors first reported a position in PRF in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.21M in Q1 2016. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

AIMZ Investment Advisors held 25,000 shares of Invesco FTSE RAFI US 1000 ETF worth $1.19M as of Q1 2026.
AIMZ Investment Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.37% of AIMZ Investment Advisors's portfolio in Q1 2026, its #69 holding.
AIMZ Investment Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2014 and has held it in 46 quarters since.
AIMZ Investment Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $1.21M in Q1 2016.
559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.