CI
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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
Q3 		$9K Hold
157
– – ﹤0.01% 1375
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

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CX Institutional's PRF Position: Q3 2026 in Review

CX Institutional held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q3 2026 at 157 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

CX Institutional first reported a position in PRF in Q4 2018 and has held it in 12 quarters since. The position peaked at $103K in Q1 2019. 31 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

  • CX Institutional held 157 shares of Invesco FTSE RAFI US 1000 ETF worth $9K as of Q3 2026.
  • CX Institutional left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q3 2026.
  • Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1375 holding.
  • CX Institutional first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2018 and has held it in 12 quarters since.
  • CX Institutional's Invesco FTSE RAFI US 1000 ETF position peaked at $103K in Q1 2019.
  • 31 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.