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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
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 $1.37T 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 $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors's PRF Position: Q1 2026 in Review

Capital Investment Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 57% in Q1 2026, buying an estimated $337K and bringing the position to 19,024 shares worth $904K. The position accounts for 0.01% of the portfolio, ranked #361.

Capital Investment Advisors first reported a position in PRF in Q1 2024 and has held it in 9 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Capital Investment Advisors held 19,024 shares of Invesco FTSE RAFI US 1000 ETF worth $904K as of Q1 2026.
  • Capital Investment Advisors bought 6,938 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $337K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #361 holding.
  • Capital Investment Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2024 and has held it in 9 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.