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 Q3	$87.6K	Sell	1,609 -88	-5%	-$4.87K	0.02%	223
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

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

Elevation Wealth Partners's PRF Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 5.2% in Q3 2026, selling an estimated $4.87K and leaving 1,609 shares worth $87.6K. The position accounts for 0.02% of the portfolio, ranked #223.

Elevation Wealth Partners first reported a position in PRF in Q1 2023 and has held it in 15 quarters since. The position peaked at $91.7K in Q2 2026. 31 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

Elevation Wealth Partners held 1,609 shares of Invesco FTSE RAFI US 1000 ETF worth $87.6K as of Q3 2026.
Elevation Wealth Partners sold 88 Invesco FTSE RAFI US 1000 ETF shares in Q3 2026, an estimated $4.87K.
Invesco FTSE RAFI US 1000 ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #223 holding.
Elevation Wealth Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $91.7K in Q2 2026.
31 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.