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

Clearstead 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
Q2 		$615K Sell
11,380
-612
-5% -$31.9K 0.01% 681
2026
Q1 		$570K Buy
11,992
+1
+0% +$49 0.01% 680
2025
Q4 		$563K Buy
11,991
+1
+0% +$46 0.01% 621
2025
Q3 		$542K Buy
11,990
+1
+0% +$44 0.01% 610
2025
Q2 		$507K Buy
11,989
+1
+0% +$40 0.01% 609
2025
Q1 		$484K Buy
11,988
+1
+0% +$41 0.01% 585
2024
Q4 		$484K Buy
11,987
+2
+0% +$83 0.01% 583
2024
Q3 		$487K Buy
11,985
+1
+0% +$39 0.01% 582
2024
Q2 		$455K Buy
11,984
+9,196
+330% +$347K 0.01% 560
2024
Q1 		$106K Sell
2,788
-632
-18% -$23K 0.01% 599
2023
Q4 		$120K Sell
3,420
-2,240
-40% -$73.4K 0.01% 553
2023
Q3 		$180K Buy
5,660
+2,830
+100% +$93.4K 0.01% 587
2023
Q2 		$92.6K Sell
2,830
-1,450
-34% -$45.8K 0.01% 597
2023
Q1 		$134K Hold
4,280
– – 0.01% 456
2022
Q4 		$133K Hold
4,280
– – 0.01% 448
2022
Q3 		$119K Buy
4,280
+85
+2% +$2.61K 0.01% 444
2022
Q2 		$124K Buy
4,195
+245
+6% +$7.87K 0.01% 456
2022
Q1 		$135K Hold
3,950
– – 0.01% 489
2021
Q4 		$136K Hold
3,950
– – 0.01% 457
2021
Q3 		$125K Sell
3,950
-1,950
-33% -$63K 0.01% 439
2021
Q2 		$189K Hold
5,900
– – 0.01% 353
2021
Q1 		$179K Hold
5,900
– – 0.01% 349
2020
Q4 		$157K Hold
5,900
– – 0.01% 348
2020
Q3 		$134K Sell
5,900
-35,995
-86% -$824K 0.01% 328
2020
Q2 		$908K Sell
41,895
-6,925
-14% -$144K 0.11% 143
2020
Q1 		$903K Hold
48,820
– – 0.13% 121
2019
Q4 		$1.24M Sell
48,820
-950
-2% -$23.1K 0.15% 113
2019
Q3 		$1.17M Hold
49,770
– – 0.16% 107
2019
Q2 		$1.16M Sell
49,770
-32,875
-40% -$756K 0.15% 111
2019
Q1 		$1.87M Buy
82,645
+37,100
+81% +$819K 0.26% 77
2018
Q4 		$925K Buy
+45,545
New +$1.01M 0.14% 120

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
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
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

Clearstead Advisors's PRF Position: Q2 2026 in Review

Clearstead Advisors reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 5.1% in Q2 2026, selling an estimated $31.9K and leaving 11,380 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #681.

Clearstead Advisors first reported a position in PRF in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.87M in Q1 2019. 378 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Clearstead Advisors held 11,380 shares of Invesco FTSE RAFI US 1000 ETF worth $615K as of Q2 2026.
  • Clearstead Advisors sold 612 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $31.9K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #681 holding.
  • Clearstead Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2018 and has held it in 31 quarters since.
  • Clearstead Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $1.87M in Q1 2019.
  • 378 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.