EWM
PRF icon

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

Elmwood 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 		$456K Hold
8,436
– – 0.11% 133
2026
Q1 		$401K Hold
8,436
– – 0.11% 130
2025
Q4 		$396K Buy
+8,436
New +$389K 0.13% 125

Other funds holding PRF

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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

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

Elmwood Wealth Management held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 8,436 shares worth $456K. The position accounts for 0.11% of the portfolio, ranked #133.

Elmwood Wealth Management first reported a position in PRF in Q4 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Elmwood Wealth Management held 8,436 shares of Invesco FTSE RAFI US 1000 ETF worth $456K as of Q2 2026.
  • Elmwood Wealth Management left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.11% of Elmwood Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Elmwood Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

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