Atlantic Edge Private Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Atlantic Edge Private Wealth Management’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	$152K	Hold	2,821	–	–	0.03%	159
2026 Q1	$134K	Hold	2,821	–	–	0.03%	159
2025 Q4	$132K	Hold	2,821	–	–	0.03%	160
2025 Q3	$128K	Hold	2,821	–	–	0.03%	161
2025 Q2	$119K	Hold	2,821	–	–	0.03%	159
2025 Q1	$114K	Hold	2,821	–	–	0.03%	152
2024 Q4	$114K	Hold	2,821	–	–	0.04%	157
2024 Q3	$115K	Hold	2,821	–	–	0.03%	156
2024 Q2	$107K	Buy	2,821 +1	+0%	+$38	0.04%	155
2024 Q1	$108K	Hold	2,820	–	–	0.04%	152
2023 Q4	$99.3K	Buy	+2,820	New	+$92.4K	0.04%	151

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 22.96% 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

Atlantic Edge Private Wealth Management's PRF Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 2,821 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #159.

Atlantic Edge Private Wealth Management first reported a position in PRF in Q4 2023 and has held it in 11 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Atlantic Edge Private Wealth Management held 2,821 shares of Invesco FTSE RAFI US 1000 ETF worth $152K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.03% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #159 holding.
Atlantic Edge Private Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and has held it in 11 quarters since.
586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.