Beckerman Institutional’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Beckerman Institutional’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	$455K	Sell	8,425 -1,611	-16%	-$83.9K	0.22%	93
2026 Q1	$477K	Hold	10,036	–	–	0.25%	82
2025 Q4	$471K	Hold	10,036	–	–	0.26%	80
2025 Q3	$454K	Hold	10,036	–	–	0.27%	76
2025 Q2	$424K	Hold	10,036	–	–	0.28%	74
2025 Q1	$406K	Hold	10,036	–	–	0.29%	76
2024 Q4	$405K	Hold	10,036	–	–	0.32%	73
2024 Q3	$408K	Buy	+10,036	New	+$394K	0.34%	67

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

Beckerman Institutional's PRF Position: Q2 2026 in Review

Beckerman Institutional reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 16% in Q2 2026, selling an estimated $83.9K and leaving 8,425 shares worth $455K. The position accounts for 0.22% of the portfolio, ranked #93.

Beckerman Institutional first reported a position in PRF in Q3 2024 and has held it in 8 quarters since. The position peaked at $477K in Q1 2026. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Beckerman Institutional held 8,425 shares of Invesco FTSE RAFI US 1000 ETF worth $455K as of Q2 2026.
Beckerman Institutional sold 1,611 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $83.9K.
Invesco FTSE RAFI US 1000 ETF made up 0.22% of Beckerman Institutional's portfolio in Q2 2026, its #93 holding.
Beckerman Institutional first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2024 and has held it in 8 quarters since.
Beckerman Institutional's Invesco FTSE RAFI US 1000 ETF position peaked at $477K in Q1 2026.
588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.