Blake Schutter Theil Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$1.03M	Hold	19,009	–	–	0.69%	30
2026 Q1	$903K	Hold	19,009	–	–	0.74%	30
2025 Q4	$892K	Sell	19,009 -475	-2%	-$21.9K	0.73%	29
2025 Q3	$881K	Sell	19,484 -508	-3%	-$22.2K	0.87%	28
2025 Q2	$845K	Sell	19,992 -15	-0.1%	-$599	0.96%	26
2025 Q1	$808K	Hold	20,007	–	–	0.92%	28
2024 Q4	$807K	Sell	20,007 -3,708	-16%	-$153K	0.85%	26
2024 Q3	$964K	Buy	+23,715	New	+$930K	0.69%	37

Other funds holding PRF

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's PRF Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 19,009 shares worth $1.03M. The position accounts for 0.69% of the portfolio, ranked #30.

Blake Schutter Theil Wealth Advisors first reported a position in PRF in Q3 2024 and has held it in 8 quarters since. 279 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 19,009 shares of Invesco FTSE RAFI US 1000 ETF worth $1.03M as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.69% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2024 and has held it in 8 quarters since.
279 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.