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

Diversify 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
Q2 		$375K Buy
6,878
+819
+14% +$42.6K 0.01% 977
2026
Q1 		$309K Buy
6,059
+766
+14% +$37.2K 0.01% 952
2025
Q4 		$256K Sell
5,293
-341
-6% -$15.7K 0.01% 550
2025
Q3 		$257K Sell
5,634
-77
-1% -$3.36K 0.01% 481
2025
Q2 		$247K Sell
5,711
-240
-4% -$9.59K 0.02% 485
2025
Q1 		$233K Buy
+5,951
New +$246K 0.02% 471

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $17.2B AUM 24.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
Wells Fargo
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

Diversify Wealth Management's PRF Position: Q2 2026 in Review

Diversify Wealth Management increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 14% in Q2 2026, buying an estimated $42.6K and bringing the position to 6,878 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #977.

Diversify Wealth Management first reported a position in PRF in Q1 2025 and has held it in 6 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Diversify Wealth Management held 6,878 shares of Invesco FTSE RAFI US 1000 ETF worth $375K as of Q2 2026.
  • Diversify Wealth Management bought 819 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $42.6K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #977 holding.
  • Diversify Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.