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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
2024
Q2 		– Sell
-7,500
Closed -$289K – 231
2024
Q1 		$289K Buy
+7,500
New +$272K 0.04% 117

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
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GC
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
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. 215 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.
  • 215 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.