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

Atlas 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
2025
Q2 		$357K Hold
8,436
– – 0.04% 306
2025
Q1 		$341K Hold
8,436
– – 0.04% 322
2024
Q4 		$340K Buy
8,436
+250
+3% +$10.3K 0.04% 310
2024
Q3 		$333K Hold
8,186
– – 0.05% 298
2024
Q2 		$311K Buy
8,186
+500
+7% +$18.9K 0.04% 314
2024
Q1 		$296K Sell
7,686
-450
-6% -$16.3K 0.05% 306
2023
Q4 		$286K Sell
8,136
-1,020
-11% -$33.4K 0.04% 308
2023
Q3 		$291K Buy
9,156
+1
+0% +$33 0.05% 287
2023
Q2 		$300K Hold
9,155
– – 0.05% 294
2023
Q1 		$287K Hold
9,155
– – 0.05% 294
2022
Q4 		$284K Hold
9,155
– – 0.05% 271
2022
Q3 		$254K Buy
9,155
+1,500
+20% +$46.1K 0.05% 300
2022
Q2 		$227K Buy
7,655
+3,895
+104% +$125K 0.04% 351
2022
Q1 		$129K Buy
3,760
+1,200
+47% +$40.6K 0.02% 433
2021
Q4 		$88K Hold
2,560
– – 0.01% 471
2021
Q3 		$81.1K Hold
2,560
– – 0.01% 466
2021
Q2 		$82.1K Sell
2,560
-125
-5% -$3.98K 0.01% 471
2021
Q1 		$81.5K Hold
2,685
– – 0.02% 442
2020
Q4 		$71.6K Buy
+2,685
New +$66.9K 0.02% 436
2020
Q3 		– Sell
-4,725
Closed -$102K – 514
2020
Q2 		$102K Sell
4,725
-14,355
-75% -$299K 0.02% 395
2020
Q1 		$353K Sell
19,080
-12,230
-39% -$284K 0.1% 200
2019
Q4 		$793K Sell
31,310
-5,005
-14% -$122K 0.2% 133
2019
Q3 		$856K Hold
36,315
– – 0.26% 112
2019
Q2 		$847K Buy
+36,315
New +$835K 0.28% 100

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atlas Capital Advisors's PRF Position: Q2 2025 in Review

Atlas Capital Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2025 at 8,436 shares worth $357K. The position accounts for 0.04% of the portfolio, ranked #306.

Atlas Capital Advisors first reported a position in PRF in Q2 2019 and has held it in 24 quarters since. The position peaked at $856K in Q3 2019. 531 funds tracked by Wall St. Rank hold PRF as of Q2 2025.

  • Atlas Capital Advisors held 8,436 shares of Invesco FTSE RAFI US 1000 ETF worth $357K as of Q2 2025.
  • Atlas Capital Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2025.
  • Invesco FTSE RAFI US 1000 ETF made up 0.04% of Atlas Capital Advisors's portfolio in Q2 2025, its #306 holding.
  • Atlas Capital Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2019 and has held it in 24 quarters since.
  • Atlas Capital Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $856K in Q3 2019.
  • 531 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.