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Catalyst Financial Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Catalyst Financial 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 		$716K Sell
13,247
-4,299
-25% -$224K 0.07% 160
2026
Q1 		$834K Buy
17,546
+4,138
+31% +$201K 0.1% 122
2025
Q4 		$629K Buy
13,408
+2,322
+21% +$107K 0.07% 146
2025
Q3 		$501K Buy
11,086
+396
+4% +$17.3K 0.06% 170
2025
Q2 		$452K Sell
10,690
-9,771
-48% -$390K 0.05% 176
2025
Q1 		$827K Buy
20,461
+8,999
+79% +$371K 0.15% 82
2024
Q4 		$462K Buy
11,462
+772
+7% +$31.9K 0.09% 147
2024
Q3 		$434K Sell
10,690
-629
-6% -$24.7K 0.09% 152
2024
Q2 		$430K Buy
+11,319
New +$427K 0.09% 144
2023
Q1 		– Sell
-9,665
Closed -$300K – 186
2022
Q4 		$300K Buy
+9,665
New +$297K 0.15% 107

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 22.96% 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

Catalyst Financial Partners's PRF Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 25% in Q2 2026, selling an estimated $224K and leaving 13,247 shares worth $716K. The position accounts for 0.07% of the portfolio, ranked #160.

Catalyst Financial Partners first reported a position in PRF in Q4 2022 and has held it in 10 quarters since. The position peaked at $834K in Q1 2026. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Catalyst Financial Partners held 13,247 shares of Invesco FTSE RAFI US 1000 ETF worth $716K as of Q2 2026.
  • Catalyst Financial Partners sold 4,299 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $224K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.07% of Catalyst Financial Partners's portfolio in Q2 2026, its #160 holding.
  • Catalyst Financial Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2022 and has held it in 10 quarters since.
  • Catalyst Financial Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $834K in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.