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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arkadios Wealth Advisors's PRF Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 373% in Q1 2026, buying an estimated $6.01M and bringing the position to 156,793 shares worth $7.45M. The position accounts for 0.12% of the portfolio, ranked #196.

Arkadios Wealth Advisors first reported a position in PRF in Q1 2023 and has held it in 13 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Arkadios Wealth Advisors held 156,793 shares of Invesco FTSE RAFI US 1000 ETF worth $7.45M as of Q1 2026.
  • Arkadios Wealth Advisors bought 123,647 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $6.01M.
  • Invesco FTSE RAFI US 1000 ETF made up 0.12% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #196 holding.
  • Arkadios Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2023 and has held it in 13 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.