BOK Financial Private Wealth’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

BOK Financial Private Wealth’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	$124K	Sell	2,302 -657	-22%	-$34.2K	0.01%	212
2026 Q1	$141K	Sell	2,959 -41	-1%	-$1.99K	0.01%	196
2025 Q4	$141K	Hold	3,000	–	–	0.01%	199
2025 Q3	$136K	Hold	3,000	–	–	0.01%	189
2025 Q2	$127K	Hold	3,000	–	–	0.01%	195
2025 Q1	$121K	Hold	3,000	–	–	0.01%	196
2024 Q4	$121K	Hold	3,000	–	–	0.01%	194
2024 Q3	$122K	Hold	3,000	–	–	0.01%	196
2024 Q2	$114K	Hold	3,000	–	–	0.01%	200
2024 Q1	$115K	Buy	+3,000	New	+$109K	0.01%	199

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

BOK Financial Private Wealth's PRF Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 22% in Q2 2026, selling an estimated $34.2K and leaving 2,302 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #212.

BOK Financial Private Wealth first reported a position in PRF in Q1 2024 and has held it in 10 quarters since. The position peaked at $141K in Q4 2025. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

BOK Financial Private Wealth held 2,302 shares of Invesco FTSE RAFI US 1000 ETF worth $124K as of Q2 2026.
BOK Financial Private Wealth sold 657 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $34.2K.
Invesco FTSE RAFI US 1000 ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #212 holding.
BOK Financial Private Wealth first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2024 and has held it in 10 quarters since.
BOK Financial Private Wealth's Invesco FTSE RAFI US 1000 ETF position peaked at $141K in Q4 2025.
586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.