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Belpointe Asset Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Belpointe Asset Management’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 		$209K Buy
+3,860
New +$201K 0.01% 1058
2023
Q2 		– Sell
-3,000
Closed -$94.1K – 2621
2023
Q1 		$94.1K Buy
3,000
+2,080
+226% +$65.9K 0.01% 1344
2022
Q4 		$28.5K Buy
+920
New +$28.3K ﹤0.01% 1942

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

Belpointe Asset Management's PRF Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026: 3,860 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #1058 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in PRF as recently as Q1 2023.

Belpointe Asset Management first reported a position in PRF in Q4 2022 and has held it in 3 quarters since. 589 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Belpointe Asset Management held 3,860 shares of Invesco FTSE RAFI US 1000 ETF worth $209K as of Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF was a new Belpointe Asset Management position in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1058 holding.
  • Belpointe Asset Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2022 and has held it in 3 quarters since.
  • 589 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.