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 Q3	$345K	Hold	6,345	–	–	0.03%	382
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

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Saxon Interests Houston, Texas $288M AUM 20.55% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Curated Wealth Partners's PRF Position: Q3 2026 in Review

Curated Wealth Partners held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q3 2026 at 6,345 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #382.

Curated Wealth Partners first reported a position in PRF in Q2 2024 and has held it in 10 quarters since. The position peaked at $352K in Q4 2025. 192 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

Curated Wealth Partners held 6,345 shares of Invesco FTSE RAFI US 1000 ETF worth $345K as of Q3 2026.
Curated Wealth Partners left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q3 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.03% of Curated Wealth Partners's portfolio in Q3 2026, its #382 holding.
Curated Wealth Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2024 and has held it in 10 quarters since.
Curated Wealth Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $352K in Q4 2025.
192 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.