CX Institutional’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

CX Institutional’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	$8K	Sell	157 -352	-69%	-$18.3K	﹤0.01%	1330
2026 Q1	$24K	Buy	509 +354	+228%	+$17.2K	﹤0.01%	1095
2025 Q4	$7K	Sell	155 -1	-0.6%	-$46	﹤0.01%	1235
2025 Q3	$7K	Buy	156 +1	+0.6%	+$44	﹤0.01%	1236
2025 Q2	$7K	Hold	155	–	–	﹤0.01%	1077
2025 Q1	$6K	Buy	+155	New	+$6.39K	﹤0.01%	1055
2020 Q1	–	Sell	-2,385	Closed	-$60K	–	792
2019 Q4	$60K	Hold	2,385	–	–	0.01%	269
2019 Q3	$56K	Sell	2,385 -325	-12%	-$7.58K	0.01%	286
2019 Q2	$63K	Sell	2,710 -1,850	-41%	-$42.6K	0.01%	307
2019 Q1	$103K	Sell	4,560 -325	-7%	-$7.17K	0.02%	268
2018 Q4	$99K	Buy	+4,885	New	+$108K	0.02%	203

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CX Institutional's PRF Position: Q2 2026 in Review

CX Institutional reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 69% in Q2 2026, selling an estimated $18.3K and leaving 157 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

CX Institutional first reported a position in PRF in Q4 2018 and has held it in 11 quarters since. The position peaked at $103K in Q1 2019. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

CX Institutional held 157 shares of Invesco FTSE RAFI US 1000 ETF worth $8K as of Q2 2026.
CX Institutional sold 352 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $18.3K.
Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1330 holding.
CX Institutional first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2018 and has held it in 11 quarters since.
CX Institutional's Invesco FTSE RAFI US 1000 ETF position peaked at $103K in Q1 2019.
586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.