CIA
PRF icon

Capital Investment Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Capital Investment 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 		$1.02M Sell
18,920
-104
-0.5% -$5.42K 0.01% 358
2026
Q1 		$904K Buy
19,024
+6,938
+57% +$337K 0.01% 361
2025
Q4 		$567K Buy
12,086
+1,951
+19% +$89.8K 0.01% 457
2025
Q3 		$458K Buy
10,135
+1,525
+18% +$66.6K 0.01% 485
2025
Q2 		$364K Sell
8,610
-322
-4% -$12.9K 0.01% 513
2025
Q1 		$361K Buy
8,932
+869
+11% +$35.9K 0.01% 499
2024
Q4 		$325K Buy
8,063
+426
+6% +$17.6K 0.01% 502
2024
Q3 		$310K Buy
7,637
+1,680
+28% +$65.9K 0.01% 500
2024
Q2 		$226K Sell
5,957
-78
-1% -$2.94K 0.01% 563
2024
Q1 		$232K Buy
+6,035
New +$219K 0.01% 552

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 22.9% 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

Capital Investment Advisors's PRF Position: Q2 2026 in Review

Capital Investment Advisors reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.55% in Q2 2026, selling an estimated $5.42K and leaving 18,920 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #358.

Capital Investment Advisors first reported a position in PRF in Q1 2024 and has held it in 10 quarters since. 589 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Capital Investment Advisors held 18,920 shares of Invesco FTSE RAFI US 1000 ETF worth $1.02M as of Q2 2026.
  • Capital Investment Advisors sold 104 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $5.42K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #358 holding.
  • Capital Investment Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 589 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.