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Aptus Capital Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Aptus Capital 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
Q2 		$651K Buy
12,048
+2,504
+26% +$130K ﹤0.01% 717
2026
Q1 		$454K Sell
9,544
-316
-3% -$15.4K ﹤0.01% 739
2025
Q4 		$463K Buy
9,860
+383
+4% +$17.6K ﹤0.01% 760
2025
Q3 		$428K Buy
9,477
+650
+7% +$28.4K ﹤0.01% 738
2025
Q2 		$373K Sell
8,827
-192
-2% -$7.67K ﹤0.01% 758
2025
Q1 		$364K Sell
9,019
-256
-3% -$10.6K ﹤0.01% 729
2024
Q4 		$374K Hold
9,275
– – ﹤0.01% 716
2024
Q3 		$377K Buy
9,275
+3,070
+49% +$120K 0.01% 609
2024
Q2 		$235K Buy
6,205
+2,574
+71% +$97.1K ﹤0.01% 692
2024
Q1 		$140K Hold
3,631
– – ﹤0.01% 777
2023
Q4 		$128K Sell
3,631
-1,716
-32% -$56.3K ﹤0.01% 594
2023
Q3 		$170K Sell
5,347
-73
-1% -$2.41K ﹤0.01% 580
2023
Q2 		$177K Sell
5,420
-110
-2% -$3.47K ﹤0.01% 493
2023
Q1 		$173K Buy
5,530
+1,335
+32% +$42.3K ﹤0.01% 480
2022
Q4 		$130K Buy
+4,195
New +$129K ﹤0.01% 513
2019
Q4 		– Sell
-640
Closed -$15K – 558
2019
Q3 		$15K Buy
+640
New +$14.9K ﹤0.01% 431

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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Aptus Capital Advisors's PRF Position: Q2 2026 in Review

Aptus Capital Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 26% in Q2 2026, buying an estimated $130K and bringing the position to 12,048 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Aptus Capital Advisors first reported a position in PRF in Q3 2019 and has held it in 16 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Aptus Capital Advisors held 12,048 shares of Invesco FTSE RAFI US 1000 ETF worth $651K as of Q2 2026.
  • Aptus Capital Advisors bought 2,504 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $130K.
  • Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #717 holding.
  • Aptus Capital Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2019 and has held it in 16 quarters since.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.