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

Echo 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 		$545K Sell
10,087
-351
-3% -$18.3K 0.28% 27
2026
Q1 		$496K Sell
10,438
-1,833
-15% -$89.1K 0.29% 27
2025
Q4 		$576K Sell
12,271
-105
-0.8% -$4.84K 0.34% 28
2025
Q3 		$560K Sell
12,376
-315
-2% -$13.8K 0.33% 28
2025
Q2 		$536K Sell
12,691
-2,210
-15% -$88.3K 0.33% 31
2025
Q1 		$602K Sell
14,901
-22
-0.1% -$908 0.41% 30
2024
Q4 		$602K Sell
14,923
-2
-0% -$83 0.42% 29
2024
Q3 		$606K Sell
14,925
-1,776
-11% -$69.6K 0.42% 29
2024
Q2 		$634K Sell
16,701
-492
-3% -$18.6K 0.48% 27
2024
Q1 		$661K Sell
17,193
-3,395
-16% -$123K 0.55% 27
2023
Q4 		$727K Sell
20,588
-4,646
-18% -$152K 0.68% 26
2023
Q3 		$803K Sell
25,234
-102,566
-80% -$3.39M 0.86% 24
2023
Q2 		$845K Buy
127,800
+101,275
+382% +$3.2M 0.91% 23
2023
Q1 		$832K Sell
26,525
-2,095
-7% -$66.4K 0.92% 24
2022
Q4 		$926K Sell
28,620
-48,655
-63% -$1.5M 0.99% 24
2022
Q3 		$2.34M Buy
77,275
+1,315
+2% +$40.4K 3.08% 11
2022
Q2 		$2.29M Buy
75,960
+3,565
+5% +$115K 3.06% 12
2022
Q1 		$2.46M Buy
72,395
+2,815
+4% +$95.2K 2.89% 13
2021
Q4 		$2.42M Buy
69,580
+2,145
+3% +$71.7K 2.76% 12
2021
Q3 		$2.19M Buy
67,435
+2,920
+5% +$94.4K 2.6% 13
2021
Q2 		$2.08M Sell
64,515
-7,770
-11% -$247K 2.66% 12
2021
Q1 		$2.19M Sell
72,285
-26,855
-27% -$771K 2.76% 12
2020
Q4 		$2.64M Buy
+99,140
New +$2.47M 3.45% 11

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

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

Echo Wealth Management reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 3.4% in Q2 2026, selling an estimated $18.3K and leaving 10,087 shares worth $545K. The position accounts for 0.28% of the portfolio, ranked #27.

Echo Wealth Management first reported a position in PRF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.64M in Q4 2020. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Echo Wealth Management held 10,087 shares of Invesco FTSE RAFI US 1000 ETF worth $545K as of Q2 2026.
  • Echo Wealth Management sold 351 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $18.3K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.28% of Echo Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Echo Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Echo Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $2.64M in Q4 2020.
  • 588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.