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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Catalyst Financial Partners's PRF Position: Q1 2026 in Review

Catalyst Financial Partners increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 31% in Q1 2026, buying an estimated $201K and bringing the position to 17,546 shares worth $834K. The position accounts for 0.1% of the portfolio, ranked #122.

Catalyst Financial Partners first reported a position in PRF in Q4 2022 and has held it in 9 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

Catalyst Financial Partners held 17,546 shares of Invesco FTSE RAFI US 1000 ETF worth $834K as of Q1 2026.
Catalyst Financial Partners bought 4,138 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $201K.
Invesco FTSE RAFI US 1000 ETF made up 0.1% of Catalyst Financial Partners's portfolio in Q1 2026, its #122 holding.
Catalyst Financial Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2022 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 Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.