Creative Planning
PRF icon

Creative Planning’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Creative Planning’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 		$13.1M Buy
274,782
+9,896
+4% +$481K 0.01% 581
2025
Q4 		$12.4M Buy
264,886
+58,854
+29% +$2.71M 0.01% 534
2025
Q3 		$9.31M Buy
206,032
+7,550
+4% +$330K 0.01% 598
2025
Q2 		$8.39M Sell
198,482
-2,732
-1% -$109K 0.01% 568
2025
Q1 		$8.13M Buy
201,214
+20,022
+11% +$826K 0.01% 554
2024
Q4 		$7.31M Buy
181,192
+5,499
+3% +$227K 0.01% 545
2024
Q3 		$7.14M Sell
175,693
-45
-0% -$1.76K 0.01% 533
2024
Q2 		$6.67M Sell
175,738
-2,540
-1% -$95.8K 0.01% 533
2024
Q1 		$6.86M Buy
178,278
+17,324
+11% +$629K 0.01% 517
2023
Q4 		$5.67M Buy
160,954
+10,423
+7% +$342K 0.01% 534
2023
Q3 		$4.79M Buy
150,531
+19,316
+15% +$637K 0.01% 550
2023
Q2 		$4.29M Buy
131,215
+3,935
+3% +$124K 0.01% 563
2023
Q1 		$3.99M Buy
127,280
+22,825
+22% +$723K 0.01% 561
2022
Q4 		$3.24M Buy
104,455
+15,045
+17% +$463K ﹤0.01% 590
2022
Q3 		$2.48M Buy
89,410
+4,075
+5% +$125K ﹤0.01% 621
2022
Q2 		$2.53M Buy
85,335
+27,710
+48% +$890K ﹤0.01% 638
2022
Q1 		$1.97M Buy
57,625
+9,555
+20% +$323K ﹤0.01% 728
2021
Q4 		$1.65M Buy
48,070
+3,785
+9% +$127K ﹤0.01% 751
2021
Q3 		$1.4M Sell
44,285
-14,715
-25% -$476K ﹤0.01% 795
2021
Q2 		$1.89M Buy
59,000
+23,500
+66% +$748K ﹤0.01% 702
2021
Q1 		$1.08M Buy
35,500
+6,615
+23% +$190K ﹤0.01% 987
2020
Q4 		$769K Sell
28,885
-10
-0% -$249 ﹤0.01% 1080
2020
Q3 		$658K Buy
28,895
+2,935
+11% +$67.2K ﹤0.01% 990
2020
Q2 		$562K Sell
25,960
-2,985
-10% -$62.2K ﹤0.01% 975
2020
Q1 		$535K Sell
28,945
-8,420
-23% -$195K ﹤0.01% 909
2019
Q4 		$947K Buy
37,365
+1,025
+3% +$25K ﹤0.01% 810
2019
Q3 		$857K Buy
36,340
+2,795
+8% +$65.2K ﹤0.01% 827
2019
Q2 		$783K Buy
33,545
+5,290
+19% +$122K ﹤0.01% 866
2019
Q1 		$641K Sell
28,255
-1,055
-4% -$23.3K ﹤0.01% 916
2018
Q4 		$595K Buy
29,310
+4,120
+16% +$91.4K ﹤0.01% 876
2018
Q3 		$598K Sell
25,190
-2,995
-11% -$70.3K ﹤0.01% 986
2018
Q2 		$635K Buy
28,185
+5,350
+23% +$121K ﹤0.01% 955
2018
Q1 		$503K Sell
22,835
-8,155
-26% -$187K ﹤0.01% 1085
2017
Q4 		$704K Sell
30,990
-1,070
-3% -$23.6K ﹤0.01% 890
2017
Q3 		$687K Sell
32,060
-2,295
-7% -$48K ﹤0.01% 890
2017
Q2 		$710K Sell
34,355
-620
-2% -$12.7K ﹤0.01% 843
2017
Q1 		$717K Buy
34,975
+10,510
+43% +$214K ﹤0.01% 803
2016
Q4 		$487K Buy
24,465
+200
+0.8% +$3.84K ﹤0.01% 936
2016
Q3 		$454K Buy
24,265
+5,025
+26% +$93.7K ﹤0.01% 944
2016
Q2 		$348K Sell
19,240
-465
-2% -$8.33K ﹤0.01% 954
2016
Q1 		$347K Buy
19,705
+615
+3% +$10.3K ﹤0.01% 917
2015
Q4 		$332K Buy
19,090
+2,645
+16% +$46.6K ﹤0.01% 944
2015
Q3 		$273K Buy
+16,445
New +$290K ﹤0.01% 1023
2015
Q2 		– Sell
-20,815
Closed -$380K – 2506
2015
Q1 		$380K Buy
20,815
+5,940
+40% +$108K ﹤0.01% 863
2014
Q4 		$272K Sell
14,875
-225
-1% -$4.02K ﹤0.01% 984
2014
Q3 		$266K Buy
15,100
+4,825
+47% +$85.8K ﹤0.01% 926
2014
Q2 		$182K Buy
10,275
+2,380
+30% +$41K ﹤0.01% 1081
2014
Q1 		$134K Sell
7,895
-3,280
-29% -$54K ﹤0.01% 1212
2013
Q4 		$185K Buy
11,175
+3,685
+49% +$58.6K ﹤0.01% 902
2013
Q3 		$113K Buy
7,490
+715
+11% +$10.8K ﹤0.01% 1048
2013
Q2 		$98K Buy
+6,775
New +$97.7K ﹤0.01% 1004

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

Creative Planning's PRF Position: Q1 2026 in Review

Creative Planning increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 3.7% in Q1 2026, buying an estimated $481K and bringing the position to 274,782 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #581.

Creative Planning first reported a position in PRF in Q2 2013 and has held it in 51 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Creative Planning held 274,782 shares of Invesco FTSE RAFI US 1000 ETF worth $13.1M as of Q1 2026.
  • Creative Planning bought 9,896 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $481K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #581 holding.
  • Creative Planning first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2013 and has held it in 51 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.