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Bouvel Investment Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Bouvel Investment Partners’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 		$11M Buy
204,067
+5,772
+3% +$301K 2.49% 8
2026
Q1 		$9.42M Buy
198,295
+118,706
+149% +$5.77M 2.73% 6
2025
Q4 		$3.73M Buy
79,589
+3,725
+5% +$172K 1.08% 40
2025
Q3 		$3.43M Sell
75,864
-2,005
-3% -$87.6K 1.05% 40
2025
Q2 		$3.29M Sell
77,869
-63,179
-45% -$2.52M 1.11% 32
2025
Q1 		$5.73M Buy
141,048
+3,924
+3% +$162K 2.16% 13
2024
Q4 		$5.53M Sell
137,124
-3,924
-3% -$162K 1.99% 17
2024
Q3 		$5.73M Sell
141,048
-2,886
-2% -$113K 2.16% 13
2024
Q2 		$5.46M Sell
143,934
-2,843
-2% -$107K 2.11% 15
2024
Q1 		$5.65M Sell
146,777
-5,206
-3% -$189K 2.44% 12
2023
Q4 		$5.35M Sell
151,983
-3,864
-2% -$127K 2.5% 11
2023
Q3 		$4.96M Buy
155,847
+642
+0.4% +$21.2K 2.68% 8
2023
Q2 		$5.08M Sell
155,205
-3,125
-2% -$98.6K 2.78% 7
2023
Q1 		$4.96M Sell
158,330
-1,545
-1% -$49K 2.9% 5
2022
Q4 		$4.96M Buy
159,875
+905
+0.6% +$27.8K 3.2% 4
2022
Q3 		$4.41M Sell
158,970
-9,780
-6% -$301K 2.94% 5
2022
Q2 		$5M Sell
168,750
-4,700
-3% -$151K 3.77% 3
2022
Q1 		$5.93M Sell
173,450
-560
-0.3% -$18.9K 3.61% 6
2021
Q4 		$5.98M Buy
174,010
+9,105
+6% +$304K 3.35% 5
2021
Q3 		$5.22M Sell
164,905
-405
-0.2% -$13.1K 2.95% 4
2021
Q2 		$5.3M Buy
165,310
+22,265
+16% +$709K 2.99% 5
2021
Q1 		$4.34M Buy
143,045
+5,275
+4% +$151K 2.78% 7
2020
Q4 		$3.67M Buy
+137,770
New +$3.43M 2.61% 7

Other funds holding PRF

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

Bouvel Investment Partners's PRF Position: Q2 2026 in Review

Bouvel Investment Partners increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 2.9% in Q2 2026, buying an estimated $301K and bringing the position to 204,067 shares worth $11M. The position accounts for 2.49% of the portfolio, ranked #8.

Bouvel Investment Partners first reported a position in PRF in Q4 2020 and has held it in 23 quarters since. 90 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Bouvel Investment Partners held 204,067 shares of Invesco FTSE RAFI US 1000 ETF worth $11M as of Q2 2026.
  • Bouvel Investment Partners bought 5,772 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $301K.
  • Invesco FTSE RAFI US 1000 ETF made up 2.49% of Bouvel Investment Partners's portfolio in Q2 2026, its #8 holding.
  • Bouvel Investment Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 90 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.