CFFP
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Center for Financial Planning’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Center for Financial Planning’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 		$1.05M Sell
19,523
-102
-0.5% -$5.31K 0.1% 70
2026
Q1 		$933K Sell
19,625
-753
-4% -$36.6K 0.1% 71
2025
Q4 		$956K Buy
20,378
+3
+0% +$138 0.1% 68
2025
Q3 		$921K Sell
20,375
-67
-0.3% -$2.93K 0.1% 67
2025
Q2 		$864K Buy
20,442
+3
+0% +$120 0.1% 71
2025
Q1 		$826K Sell
20,439
-137
-0.7% -$5.65K 0.11% 66
2024
Q4 		$830K Sell
20,576
-222
-1% -$9.17K 0.11% 62
2024
Q3 		$845K Sell
20,798
-4,406
-17% -$173K 0.11% 59
2024
Q2 		$957K Sell
25,204
-826
-3% -$31.1K 0.14% 53
2024
Q1 		$1M Sell
26,030
-222
-0.8% -$8.06K 0.15% 54
2023
Q4 		$924K Buy
26,252
+3
+0% +$98 0.17% 57
2023
Q3 		$835K Sell
26,249
-1,166
-4% -$38.5K 0.18% 54
2023
Q2 		$897K Buy
27,415
+5
+0% +$158 0.19% 55
2023
Q1 		$859K Buy
27,410
+5
+0% +$158 0.2% 54
2022
Q4 		$850K Sell
27,405
-3,995
-13% -$123K 0.21% 53
2022
Q3 		$871K Buy
31,400
+5
+0% +$154 0.23% 55
2022
Q2 		$931K Buy
31,395
+5
+0% +$161 0.24% 50
2022
Q1 		$1.07M Sell
31,390
-510
-2% -$17.2K 0.22% 50
2021
Q4 		$1.09M Sell
31,900
-3,405
-10% -$114K 0.22% 51
2021
Q3 		$1.12M Sell
35,305
-2,275
-6% -$73.5K 0.27% 43
2021
Q2 		$1.21M Sell
37,580
-1,995
-5% -$63.5K 0.3% 40
2021
Q1 		$1.2M Buy
+39,575
New +$1.14M 0.31% 39
2020
Q3 		– Sell
-17,445
Closed -$378K – 463
2020
Q2 		$378K Hold
17,445
– – 0.13% 73
2020
Q1 		$323K Hold
17,445
– – 0.11% 78
2019
Q4 		$442K Buy
+17,445
New +$425K 0.11% 77

Other funds holding PRF

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Center for Financial Planning's PRF Position: Q2 2026 in Review

Center for Financial Planning reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.52% in Q2 2026, selling an estimated $5.31K and leaving 19,523 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #70.

Center for Financial Planning first reported a position in PRF in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.21M in Q2 2021. 366 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Center for Financial Planning held 19,523 shares of Invesco FTSE RAFI US 1000 ETF worth $1.05M as of Q2 2026.
  • Center for Financial Planning sold 102 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $5.31K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.1% of Center for Financial Planning's portfolio in Q2 2026, its #70 holding.
  • Center for Financial Planning first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2019 and has held it in 25 quarters since.
  • Center for Financial Planning's Invesco FTSE RAFI US 1000 ETF position peaked at $1.21M in Q2 2021.
  • 366 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.