Avidian Wealth Enterprises’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Avidian Wealth Enterprises’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 Q3	$6.77M	Sell	124,314 -7,191	-5%	-$398K	0.19%	84
2026 Q2	$7.11M	Buy	131,505 +2,843	+2%	+$148K	0.2%	85
2026 Q1	$6.12M	Buy	128,662 +123,704	+2,495%	+$6.01M	0.19%	81
2025 Q4	$233K	Sell	4,958 -596	-11%	-$27.4K	0.01%	529
2025 Q3	$251K	Buy	5,554 +626	+13%	+$27.3K	0.01%	504
2025 Q2	$208K	Buy	+4,928	New	+$197K	0.01%	525
2025 Q1	–	Sell	-5,192	Closed	-$209K	–	543
2024 Q4	$209K	Buy	5,192 +15	+0.3%	+$620	0.01%	479
2024 Q3	$210K	Buy	+5,177	New	+$203K	0.01%	472

Other funds holding PRF

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Avidian Wealth Enterprises's PRF Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 5.5% in Q3 2026, selling an estimated $398K and leaving 124,314 shares worth $6.77M. The position accounts for 0.19% of the portfolio, ranked #84.

Avidian Wealth Enterprises first reported a position in PRF in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.11M in Q2 2026. 31 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

Avidian Wealth Enterprises held 124,314 shares of Invesco FTSE RAFI US 1000 ETF worth $6.77M as of Q3 2026.
Avidian Wealth Enterprises sold 7,191 Invesco FTSE RAFI US 1000 ETF shares in Q3 2026, an estimated $398K.
Invesco FTSE RAFI US 1000 ETF made up 0.19% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #84 holding.
Avidian Wealth Enterprises first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2024 and has held it in 8 quarters since.
Avidian Wealth Enterprises's Invesco FTSE RAFI US 1000 ETF position peaked at $7.11M in Q2 2026.
31 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.