AWA
PRF icon

Arkadios Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Arkadios Wealth 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 		$8.25M Sell
152,694
-4,099
-3% -$213K 0.12% 182
2026
Q1 		$7.45M Buy
156,793
+123,647
+373% +$6.01M 0.12% 196
2025
Q4 		$1.56M Sell
33,146
-1,042
-3% -$48K 0.03% 533
2025
Q3 		$1.55M Buy
34,188
+1,675
+5% +$73.2K 0.04% 478
2025
Q2 		$1.37M Sell
32,513
-4,865
-13% -$194K 0.04% 450
2025
Q1 		$1.51M Sell
37,378
-3,827
-9% -$158K 0.06% 355
2024
Q4 		$1.66M Sell
41,205
-2,815
-6% -$116K 0.09% 215
2024
Q3 		$1.79M Sell
44,020
-17,803
-29% -$698K 0.1% 204
2024
Q2 		$2.35M Buy
61,823
+644
+1% +$24.3K 0.16% 141
2024
Q1 		$2.35M Sell
61,179
-2,577
-4% -$93.6K 0.18% 130
2023
Q4 		$2.24M Sell
63,756
-22
-0% -$721 0.19% 117
2023
Q3 		$2.03M Buy
63,778
+4,513
+8% +$149K 0.19% 125
2023
Q2 		$1.94M Sell
59,265
-11,600
-16% -$366K 0.23% 110
2023
Q1 		$2.22M Buy
+70,865
New +$2.25M 0.26% 101

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

Arkadios Wealth Advisors's PRF Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 2.6% in Q2 2026, selling an estimated $213K and leaving 152,694 shares worth $8.25M. The position accounts for 0.12% of the portfolio, ranked #182.

Arkadios Wealth Advisors first reported a position in PRF in Q1 2023 and has held it in 14 quarters since. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Arkadios Wealth Advisors held 152,694 shares of Invesco FTSE RAFI US 1000 ETF worth $8.25M as of Q2 2026.
  • Arkadios Wealth Advisors sold 4,099 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $213K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.12% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • Arkadios Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2023 and has held it in 14 quarters since.
  • 588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.