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	–	Sell	-6,345	Closed	-$302K	–	880
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

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

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCM

Charter Capital Management Brookfield, Wisconsin $226M AUM 25.42% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return

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

Curated Wealth Partners sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026, closing a stake of 6,345 shares — an estimated $302K sold.

Curated Wealth Partners first reported a position in PRF in Q2 2024 and held it in 8 quarters. The position peaked at $352K in Q4 2025. 212 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Curated Wealth Partners reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 6,345 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $302K.
Curated Wealth Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2024 and held it in 8 quarters.
Curated Wealth Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $352K in Q4 2025.
212 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.