Cedar Point Capital Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Cedar Point Capital 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	–	Sell	-7,328	Closed	-$344K	–	74
2025 Q4	$344K	Buy	7,328 +484	+7%	+$22.3K	0.22%	53
2025 Q3	$309K	Sell	6,844 -146	-2%	-$6.38K	0.2%	53
2025 Q2	$295K	Sell	6,990 -1,246	-15%	-$49.8K	0.21%	53
2025 Q1	$333K	Buy	8,236 +455	+6%	+$18.8K	0.22%	46
2024 Q4	$314K	Buy	7,781 +2,629	+51%	+$109K	0.21%	47
2024 Q3	$209K	Buy	+5,152	New	+$202K	0.14%	59

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

Cedar Point Capital Partners's PRF Position: Q1 2026 in Review

Cedar Point Capital Partners sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2026, closing a stake of 7,328 shares — an estimated $344K sold.

Cedar Point Capital Partners first reported a position in PRF in Q3 2024 and held it in 6 quarters. The position peaked at $344K in Q4 2025. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

Cedar Point Capital Partners reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2026 after selling out during the quarter.
Cedar Point Capital Partners sold 7,328 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $344K.
Cedar Point Capital Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2024 and held it in 6 quarters.
Cedar Point Capital Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $344K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Cedar Point Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.