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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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beckerman Institutional's PRF Position: Q1 2026 in Review

Beckerman Institutional held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2026 at 10,036 shares worth $477K. The position accounts for 0.25% of the portfolio, ranked #82.

Beckerman Institutional first reported a position in PRF in Q3 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Beckerman Institutional held 10,036 shares of Invesco FTSE RAFI US 1000 ETF worth $477K as of Q1 2026.
  • Beckerman Institutional left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.25% of Beckerman Institutional's portfolio in Q1 2026, its #82 holding.
  • Beckerman Institutional first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2024 and has held it in 7 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.