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Claro Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Claro Advisors’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 		$390K Hold
8,210
– – 0.05% 300
2025
Q4 		$385K Hold
8,210
– – 0.05% 275
2025
Q3 		$371K Hold
8,210
– – 0.05% 272
2025
Q2 		$347K Hold
8,210
– – 0.06% 262
2025
Q1 		$332K Hold
8,210
– – 0.04% 358
2024
Q4 		$331K Hold
8,210
– – 0.04% 330
2024
Q3 		$334K Hold
8,210
– – 0.04% 346
2024
Q2 		$312K Hold
8,210
– – 0.05% 319
2024
Q1 		$316K Hold
8,210
– – 0.05% 314
2023
Q4 		$289K Hold
8,210
– – 0.06% 297
2023
Q3 		$261K Buy
+8,210
New +$271K 0.07% 294

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

Claro Advisors's PRF Position: Q1 2026 in Review

Claro Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2026 at 8,210 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #300.

Claro Advisors first reported a position in PRF in Q3 2023 and has held it in 11 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Claro Advisors held 8,210 shares of Invesco FTSE RAFI US 1000 ETF worth $390K as of Q1 2026.
  • Claro Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #300 holding.
  • Claro Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2023 and has held it in 11 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.