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

Clearwater Capital 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 		$228K Hold
4,223
– – 0.02% 174
2026
Q1 		$201K Buy
+4,223
New +$205K 0.02% 175
2023
Q1 		– Sell
-6,700
Closed -$208K – 159
2022
Q4 		$208K Buy
+6,700
New +$206K 0.03% 149
2022
Q3 		– Sell
-6,955
Closed -$206K – 160
2022
Q2 		$206K Hold
6,955
– – 0.03% 142
2022
Q1 		$238K Sell
6,955
-600
-8% -$20.3K 0.03% 151
2021
Q4 		$259K Sell
7,555
-200
-3% -$6.69K 0.03% 145
2021
Q3 		$246K Sell
7,755
-765
-9% -$24.7K 0.03% 147
2021
Q2 		$273K Hold
8,520
– – 0.03% 144
2021
Q1 		$258K Sell
8,520
-2,190
-20% -$62.9K 0.03% 142
2020
Q4 		$285K Hold
10,710
– – 0.04% 126
2020
Q3 		$244K Sell
10,710
-195
-2% -$4.46K 0.04% 124
2020
Q2 		$236K Sell
10,905
-2,930
-21% -$61K 0.04% 126
2020
Q1 		$256K Sell
13,835
-13,690
-50% -$318K 0.06% 134
2019
Q4 		$698K Sell
27,525
-34,675
-56% -$844K 0.12% 110
2019
Q3 		$1.47M Sell
62,200
-13,315
-18% -$310K 0.26% 84
2019
Q2 		$1.76M Sell
75,515
-6,355
-8% -$146K 0.32% 80
2019
Q1 		$1.86M Sell
81,870
-15,655
-16% -$345K 0.35% 80
2018
Q4 		$1.98M Sell
97,525
-4,080
-4% -$90.5K 0.43% 73
2018
Q3 		$2.41M Sell
101,605
-7,475
-7% -$175K 0.47% 64
2018
Q2 		$2.46M Sell
109,080
-675
-0.6% -$15.2K 0.5% 60
2018
Q1 		$2.42M Buy
109,755
+7,465
+7% +$171K 0.5% 57
2017
Q4 		$2.32M Buy
102,290
+4,870
+5% +$107K 0.51% 60
2017
Q3 		$2.1M Buy
97,420
+8,225
+9% +$172K 0.49% 63
2017
Q2 		$1.84M Buy
89,195
+7,155
+9% +$147K 0.47% 61
2017
Q1 		$1.67M Sell
82,040
-2,045
-2% -$41.7K 0.46% 62
2016
Q4 		$1.69M Buy
84,085
+1,335
+2% +$25.6K 0.59% 53
2016
Q3 		$1.53M Buy
82,750
+6,340
+8% +$118K 0.54% 52
2016
Q2 		$1.38M Buy
+76,410
New +$1.37M 0.51% 51

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

Clearwater Capital Advisors's PRF Position: Q2 2026 in Review

Clearwater Capital Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 4,223 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #174.

Clearwater Capital Advisors first reported a position in PRF in Q2 2016 and has held it in 28 quarters since. The position peaked at $2.46M in Q2 2018. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Clearwater Capital Advisors held 4,223 shares of Invesco FTSE RAFI US 1000 ETF worth $228K as of Q2 2026.
  • Clearwater Capital Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #174 holding.
  • Clearwater Capital Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2016 and has held it in 28 quarters since.
  • Clearwater Capital Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $2.46M in Q2 2018.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

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