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Cooper Financial Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Cooper Financial Group’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
Q3 		$971K Sell
17,831
-17
-0.1% -$941 0.08% 172
2026
Q2 		$964K Hold
17,848
– – 0.08% 178
2026
Q1 		$848K Sell
17,848
-327
-2% -$15.9K 0.09% 182
2025
Q4 		$853K Sell
18,175
-2,828
-13% -$130K 0.09% 165
2025
Q3 		$950K Sell
21,003
-1,879
-8% -$82.1K 0.11% 148
2025
Q2 		$967K Sell
22,882
-2,206
-9% -$88.1K 0.11% 144
2025
Q1 		$1.01M Sell
25,088
-3,465
-12% -$143K 0.13% 144
2024
Q4 		$1.15M Hold
28,553
– – 0.14% 120
2024
Q3 		$1.16M Sell
28,553
-3,205
-10% -$126K 0.15% 116
2024
Q2 		$1.21M Buy
31,758
+415
+1% +$15.6K 0.18% 99
2024
Q1 		$1.21M Sell
31,343
-274
-0.9% -$9.95K 0.2% 97
2023
Q4 		$1.11M Sell
31,617
-8,434
-21% -$276K 0.2% 97
2023
Q3 		$1.27M Buy
40,051
+9,191
+30% +$303K 0.31% 76
2023
Q2 		$1.01M Buy
30,860
+11,675
+61% +$368K 0.25% 98
2023
Q1 		$602K Buy
19,185
+1,770
+10% +$56.1K 0.16% 144
2022
Q4 		$540K Sell
17,415
-4,320
-20% -$133K 0.17% 139
2022
Q3 		$603K Buy
+21,735
New +$668K 0.22% 110

Other funds holding PRF

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Cooper Financial Group's PRF Position: Q3 2026 in Review

Cooper Financial Group reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.1% in Q3 2026, selling an estimated $941 and leaving 17,831 shares worth $971K. The position accounts for 0.08% of the portfolio, ranked #172.

Cooper Financial Group first reported a position in PRF in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.27M in Q3 2023. 31 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

  • Cooper Financial Group held 17,831 shares of Invesco FTSE RAFI US 1000 ETF worth $971K as of Q3 2026.
  • Cooper Financial Group sold 17 Invesco FTSE RAFI US 1000 ETF shares in Q3 2026, an estimated $941.
  • Invesco FTSE RAFI US 1000 ETF made up 0.08% of Cooper Financial Group's portfolio in Q3 2026, its #172 holding.
  • Cooper Financial Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2022 and has held it in 17 quarters since.
  • Cooper Financial Group's Invesco FTSE RAFI US 1000 ETF position peaked at $1.27M in Q3 2023.
  • 31 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.