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Curry Webb Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Curry Webb Wealth Management’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 		$4.5M Sell
94,580
-7,468
-7% -$363K 2.12% 15
2025
Q4 		$4.79M Buy
+102,048
New +$4.7M 2.38% 13

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 $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curry Webb Wealth Management's PRF Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 7.3% in Q1 2026, selling an estimated $363K and leaving 94,580 shares worth $4.5M. The position accounts for 2.12% of the portfolio, ranked #15.

Curry Webb Wealth Management first reported a position in PRF in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.79M in Q4 2025. 562 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Curry Webb Wealth Management held 94,580 shares of Invesco FTSE RAFI US 1000 ETF worth $4.5M as of Q1 2026.
  • Curry Webb Wealth Management sold 7,468 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $363K.
  • Invesco FTSE RAFI US 1000 ETF made up 2.12% of Curry Webb Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Curry Webb Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2025 and has held it in 2 quarters since.
  • Curry Webb Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $4.79M in Q4 2025.
  • 562 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.