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

Empirical 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 		$917K Buy
16,980
+3
+0% +$156 0.01% 434
2026
Q1 		$807K Buy
16,977
+703
+4% +$34.2K 0.01% 403
2025
Q4 		$764K Sell
16,274
-470
-3% -$21.6K 0.01% 386
2025
Q3 		$757K Sell
16,744
-602
-3% -$26.3K 0.02% 372
2025
Q2 		$733K Sell
17,346
-503
-3% -$20.1K 0.02% 354
2025
Q1 		$721K Sell
17,849
-858
-5% -$35.4K 0.02% 343
2024
Q4 		$755K Sell
18,707
-1,080
-5% -$44.6K 0.02% 312
2024
Q3 		$804K Buy
19,787
+3,095
+19% +$121K 0.02% 304
2024
Q2 		$633K Sell
16,692
-2,495
-13% -$94.1K 0.02% 314
2024
Q1 		$738K Sell
19,187
-6,870
-26% -$250K 0.02% 283
2023
Q4 		$917K Buy
26,057
+1,406
+6% +$46.1K 0.03% 248
2023
Q3 		$784K Sell
24,651
-139
-0.6% -$4.59K 0.03% 249
2023
Q2 		$811K Sell
24,790
-175
-0.7% -$5.52K 0.03% 248
2023
Q1 		$783K Buy
24,965
+6,155
+33% +$195K 0.03% 256
2022
Q4 		$584K Buy
18,810
+3,870
+26% +$119K 0.03% 283
2022
Q3 		$415K Buy
14,940
+1,550
+12% +$47.6K 0.02% 330
2022
Q2 		$397K Buy
13,390
+5,245
+64% +$168K 0.02% 336
2022
Q1 		$278K Hold
8,145
– – 0.01% 418
2021
Q4 		$280K Buy
+8,145
New +$272K 0.01% 433
2020
Q1 		– Sell
-13,405
Closed -$340K – 353
2019
Q4 		$340K Buy
+13,405
New +$326K 0.04% 239

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

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

Empirical Wealth Management increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.02% in Q2 2026, buying an estimated $156 and bringing the position to 16,980 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #434.

Empirical Wealth Management first reported a position in PRF in Q4 2019 and has held it in 20 quarters since. 253 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Empirical Wealth Management held 16,980 shares of Invesco FTSE RAFI US 1000 ETF worth $917K as of Q2 2026.
  • Empirical Wealth Management bought 3 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $156.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Empirical Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2019 and has held it in 20 quarters since.
  • 253 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.