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

AssuredPartners 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 Q2	$549K	Buy	10,164 +31	+0.3%	+$1.61K	0.05%	248
2026 Q1	$487K	Buy	10,133 +38	+0.4%	+$1.85K	0.05%	253
2025 Q4	$474K	Buy	10,095 +38	+0.4%	+$1.75K	0.07%	218
2025 Q3	$455K	Buy	10,057 +40	+0.4%	+$1.75K	0.1%	142
2025 Q2	$423K	Buy	10,017 +40	+0.4%	+$1.6K	0.1%	150
2025 Q1	$403K	Buy	9,977 +44	+0.4%	+$1.81K	0.08%	229
2024 Q4	$401K	Buy	+9,933	New	+$410K	0.08%	225

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AssuredPartners Investment Advisors's PRF Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.31% in Q2 2026, buying an estimated $1.61K and bringing the position to 10,164 shares worth $549K. The position accounts for 0.05% of the portfolio, ranked #248.

AssuredPartners Investment Advisors first reported a position in PRF in Q4 2024 and has held it in 7 quarters since. 589 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

AssuredPartners Investment Advisors held 10,164 shares of Invesco FTSE RAFI US 1000 ETF worth $549K as of Q2 2026.
AssuredPartners Investment Advisors bought 31 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $1.61K.
Invesco FTSE RAFI US 1000 ETF made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #248 holding.
AssuredPartners Investment Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2024 and has held it in 7 quarters since.
589 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

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