Cerity Partners
PRF icon

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

Cerity 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 		$10.6M Sell
195,389
-3,456
-2% -$180K 0.01% 738
2026
Q1 		$9.45M Buy
198,845
+15,539
+8% +$755K 0.01% 716
2025
Q4 		$8.6M Sell
183,306
-3,745
-2% -$172K 0.01% 702
2025
Q3 		$8.46M Buy
187,051
+1,121
+0.6% +$49K 0.01% 648
2025
Q2 		$7.86M Buy
185,930
+5,946
+3% +$238K 0.01% 625
2025
Q1 		$7.27M Sell
179,984
-6,241
-3% -$257K 0.01% 598
2024
Q4 		$7.51M Buy
186,225
+15,135
+9% +$625K 0.02% 583
2024
Q3 		$6.95M Buy
171,090
+8,882
+5% +$348K 0.02% 599
2024
Q2 		$6.16M Sell
162,208
-10,148
-6% -$383K 0.02% 552
2024
Q1 		$6.63M Sell
172,356
-3,239
-2% -$118K 0.02% 567
2023
Q4 		$6.18M Buy
+175,595
New +$5.76M 0.02% 484
2023
Q3 		– Sell
-173,055
Closed -$5.66M – 1643
2023
Q2 		$5.66M Buy
173,055
+3,460
+2% +$109K 0.02% 468
2023
Q1 		$5.32M Buy
169,595
+55
+0% +$1.74K 0.01% 481
2022
Q4 		$5.26M Buy
169,540
+144,595
+580% +$4.45M 0.03% 353
2022
Q3 		$692K Sell
24,945
-55,525
-69% -$1.71M 0.01% 599
2022
Q2 		$2.38M Buy
80,470
+995
+1% +$32K 0.03% 373
2022
Q1 		$2.72M Sell
79,475
-260
-0.3% -$8.79K 0.04% 275
2021
Q4 		$2.74M Buy
79,735
+59,690
+298% +$2M 0.04% 274
2021
Q3 		$635K Sell
20,045
-1,475
-7% -$47.7K 0.01% 421
2021
Q2 		$690K Buy
21,520
+400
+2% +$12.7K 0.02% 415
2021
Q1 		$641K Buy
21,120
+2,180
+12% +$62.6K 0.02% 403
2020
Q4 		$505K Sell
18,940
-3,000
-14% -$74.7K 0.02% 411
2020
Q3 		$499K Sell
21,940
-220
-1% -$5.04K 0.02% 319
2020
Q2 		$480K Sell
22,160
-1,730
-7% -$36K 0.03% 281
2020
Q1 		$442K Buy
23,890
+1,810
+8% +$42K 0.03% 294
2019
Q4 		$560K Hold
22,080
– – 0.03% 318
2019
Q3 		$520K Sell
22,080
-17,080
-44% -$398K 0.03% 311
2019
Q2 		$913K Buy
+39,160
New +$901K 0.06% 244

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

Cerity Partners's PRF Position: Q2 2026 in Review

Cerity Partners reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 1.7% in Q2 2026, selling an estimated $180K and leaving 195,389 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #738.

Cerity Partners first reported a position in PRF in Q2 2019 and has held it in 28 quarters since. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Cerity Partners held 195,389 shares of Invesco FTSE RAFI US 1000 ETF worth $10.6M as of Q2 2026.
  • Cerity Partners sold 3,456 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $180K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #738 holding.
  • Cerity Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2019 and has held it in 28 quarters since.
  • 588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.