Curry Webb Wealth Management
PRF icon

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
Q3 		$4.84M Hold
89,591
– – 2% 14
2026
Q2 		$4.84M Sell
89,591
-4,989
-5% -$260K 2% 14
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

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Curry Webb Wealth Management's PRF Position: Q3 2026 in Review

Curry Webb Wealth Management held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q3 2026 at 89,591 shares worth $4.84M. The position accounts for 2% of the portfolio, ranked #14.

Curry Webb Wealth Management first reported a position in PRF in Q4 2025 and has held it in 4 quarters since. 526 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

  • Curry Webb Wealth Management held 89,591 shares of Invesco FTSE RAFI US 1000 ETF worth $4.84M as of Q3 2026.
  • Curry Webb Wealth Management left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q3 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 2% of Curry Webb Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Curry Webb Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2025 and has held it in 4 quarters since.
  • 526 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Curry Webb Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.