Curated Wealth Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Curated Wealth Partners’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	$343K	Hold	6,345	–	–	0.04%	151
2026 Q1	$302K	Sell	6,345 -1,155	-15%	-$56.1K	0.04%	155
2025 Q4	$352K	Hold	7,500	–	–	0.04%	144
2025 Q3	$339K	Hold	7,500	–	–	0.04%	118
2025 Q2	$317K	Hold	7,500	–	–	0.04%	121
2025 Q1	$303K	Hold	7,500	–	–	0.04%	123
2024 Q4	$303K	Hold	7,500	–	–	0.03%	118
2024 Q3	$305K	Hold	7,500	–	–	0.04%	106
2024 Q2	$285K	Buy	+7,500	New	+$283K	0.04%	112

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Curated Wealth Partners's PRF Position: Q2 2026 in Review

Curated Wealth Partners held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 6,345 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #151.

Curated Wealth Partners first reported a position in PRF in Q2 2024 and has held it in 9 quarters since. The position peaked at $352K in Q4 2025. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Curated Wealth Partners held 6,345 shares of Invesco FTSE RAFI US 1000 ETF worth $343K as of Q2 2026.
Curated Wealth Partners left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #151 holding.
Curated Wealth Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2024 and has held it in 9 quarters since.
Curated Wealth Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $352K in Q4 2025.
588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.