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Boulder Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Boulder 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
Q1 		$26.2M Buy
550,343
+62,161
+13% +$3.02M 10.43% 4
2025
Q4 		$22.9M Buy
488,182
+28,073
+6% +$1.29M 9.68% 5
2025
Q3 		$20.8M Buy
+460,109
New +$20.1M 9.67% 5
2025
Q1 		$21.6M Buy
534,386
+65,202
+14% +$2.69M 12.57% 5
2024
Q4 		$18.9M Buy
469,184
+103,379
+28% +$4.27M 9.75% 6
2024
Q3 		$14.9M Buy
365,805
+12,899
+4% +$506K 8.08% 6
2024
Q2 		$13.4M Buy
352,906
+9,317
+3% +$351K 7.81% 6
2024
Q1 		$13.2M Buy
+343,589
New +$12.5M 8.19% 6

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 $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boulder Wealth Advisors's PRF Position: Q1 2026 in Review

Boulder Wealth Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 13% in Q1 2026, buying an estimated $3.02M and bringing the position to 550,343 shares worth $26.2M. The position accounts for 10.43% of the portfolio, ranked #4.

Boulder Wealth Advisors first reported a position in PRF in Q1 2024 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Boulder Wealth Advisors held 550,343 shares of Invesco FTSE RAFI US 1000 ETF worth $26.2M as of Q1 2026.
  • Boulder Wealth Advisors bought 62,161 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $3.02M.
  • Invesco FTSE RAFI US 1000 ETF made up 10.43% of Boulder Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • Boulder Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2024 and has held it in 8 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.