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Avantax Planning Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Avantax Planning Partners’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 		$1.68M Hold
31,029
– – 0.04% 157
2026
Q1 		$1.47M Sell
31,029
-98
-0.3% -$4.76K 0.04% 157
2025
Q4 		$1.46M Hold
31,127
– – 0.04% 158
2025
Q3 		$1.41M Hold
31,127
– – 0.04% 164
2025
Q2 		$1.32M Hold
31,127
– – 0.04% 171
2025
Q1 		$1.26M Buy
31,127
+187
+0.6% +$7.71K 0.04% 168
2024
Q4 		$1.25M Hold
30,940
– – 0.05% 161
2024
Q3 		$1.26M Sell
30,940
-3,700
-11% -$145K 0.05% 160
2024
Q2 		$1.31M Hold
34,640
– – 0.04% 183
2024
Q1 		$1.33M Buy
34,640
+1,050
+3% +$38.1K 0.04% 186
2023
Q4 		$1.18M Hold
33,590
– – 0.05% 160
2023
Q3 		$1.07M Buy
33,590
+2,515
+8% +$83K 0.04% 157
2023
Q2 		$1.02M Hold
31,075
– – 0.04% 161
2023
Q1 		$974K Sell
31,075
-2,700
-8% -$85.6K 0.04% 167
2022
Q4 		$1.05M Sell
33,775
-2,355
-7% -$72.5K 0.04% 160
2022
Q3 		$1M Buy
36,130
+990
+3% +$30.4K 0.05% 147
2022
Q2 		$1.04M Hold
35,140
– – 0.04% 148
2022
Q1 		$1.2M Hold
35,140
– – 0.05% 143
2021
Q4 		$1.21M Buy
+35,140
New +$1.17M 0.05% 146

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

Avantax Planning Partners's PRF Position: Q2 2026 in Review

Avantax Planning Partners held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 31,029 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #157.

Avantax Planning Partners first reported a position in PRF in Q4 2021 and has held it in 19 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Avantax Planning Partners held 31,029 shares of Invesco FTSE RAFI US 1000 ETF worth $1.68M as of Q2 2026.
  • Avantax Planning Partners left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #157 holding.
  • Avantax Planning Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.