CIAS
PRF icon

CBIZ Investment Advisory Services’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-4,110
Closed -$193K – 667
2025
Q4 		$193K Hold
4,110
– – 0.01% 56
2025
Q3 		$186K Hold
4,110
– – 0.01% 53
2025
Q2 		$174K Hold
4,110
– – 0.01% 52
2025
Q1 		$166K Hold
4,110
– – 0.01% 55
2024
Q4 		$166K Hold
4,110
– – 0.01% 56
2024
Q3 		$167K Hold
4,110
– – 0.01% 53
2024
Q2 		$156K Buy
+4,110
New +$155K 0.01% 52

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

CBIZ Investment Advisory Services's PRF Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2026, closing a stake of 4,110 shares — an estimated $193K sold.

CBIZ Investment Advisory Services first reported a position in PRF in Q2 2024 and held it in 7 quarters. The position peaked at $193K in Q4 2025. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 4,110 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $193K.
  • CBIZ Investment Advisory Services first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2024 and held it in 7 quarters.
  • CBIZ Investment Advisory Services's Invesco FTSE RAFI US 1000 ETF position peaked at $193K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.