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Elevation Wealth Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Elevation Wealth Partners’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 		$91.7K Buy
1,697
+2
+0.1% +$104 0.03% 202
2026
Q1 		$80.5K Hold
1,695
– – 0.03% 185
2025
Q4 		$79.5K Hold
1,695
– – 0.03% 184
2025
Q3 		$76.6K Hold
1,695
– – 0.03% 198
2025
Q2 		$71.6K Sell
1,695
-368
-18% -$14.7K 0.03% 200
2025
Q1 		$83.3K Hold
2,063
– – 0.04% 186
2024
Q4 		$83.2K Hold
2,063
– – 0.04% 183
2024
Q3 		$83.8K Hold
2,063
– – 0.04% 179
2024
Q2 		$78.3K Hold
2,063
– – 0.04% 178
2024
Q1 		$79.3K Hold
2,063
– – 0.04% 182
2023
Q4 		$65.6K Hold
2,063
– – 0.04% 188
2023
Q3 		$65.6K Sell
2,063
-2
-0.1% -$66 0.06% 131
2023
Q2 		$67.5K Hold
2,065
– – 0.06% 131
2023
Q1 		$64.7K Buy
+2,065
New +$65.4K 0.06% 134

Other funds holding PRF

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
CCM
Charter Capital Management Brookfield, Wisconsin $226M AUM 25.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Elevation Wealth Partners's PRF Position: Q2 2026 in Review

Elevation Wealth Partners increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.12% in Q2 2026, buying an estimated $104 and bringing the position to 1,697 shares worth $91.7K. The position accounts for 0.03% of the portfolio, ranked #202.

Elevation Wealth Partners first reported a position in PRF in Q1 2023 and has held it in 14 quarters since. 247 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Elevation Wealth Partners held 1,697 shares of Invesco FTSE RAFI US 1000 ETF worth $91.7K as of Q2 2026.
  • Elevation Wealth Partners bought 2 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $104.
  • Invesco FTSE RAFI US 1000 ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #202 holding.
  • Elevation Wealth Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2023 and has held it in 14 quarters since.
  • 247 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.