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EnRich Financial Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

EnRich Financial 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 		$1.33M Hold
24,644
– – 0.32% 28
2026
Q1 		$1.17M Sell
24,644
-59
-0.2% -$2.87K 0.31% 28
2025
Q4 		$1.16M Sell
24,703
-260
-1% -$12K 0.32% 26
2025
Q3 		$1.13M Sell
24,963
-32
-0.1% -$1.4K 0.32% 26
2025
Q2 		$1.06M Sell
24,995
-394
-2% -$15.7K 0.32% 26
2025
Q1 		$1.03M Sell
25,389
-526
-2% -$21.7K 0.34% 25
2024
Q4 		$1.05M Sell
25,915
-479
-2% -$19.8K 0.35% 25
2024
Q3 		$1.07M Sell
26,394
-101
-0.4% -$3.96K 0.36% 25
2024
Q2 		$1.01M Sell
26,495
-530
-2% -$20K 0.37% 24
2024
Q1 		$1.04M Sell
27,025
-647
-2% -$23.5K 0.39% 24
2023
Q4 		$974K Buy
+27,672
New +$907K 0.41% 24

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

EnRich Financial Partners's PRF Position: Q2 2026 in Review

EnRich Financial Partners held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 24,644 shares worth $1.33M. The position accounts for 0.32% of the portfolio, ranked #28.

EnRich Financial Partners first reported a position in PRF in Q4 2023 and has held it in 11 quarters since. 584 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • EnRich Financial Partners held 24,644 shares of Invesco FTSE RAFI US 1000 ETF worth $1.33M as of Q2 2026.
  • EnRich Financial Partners left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.32% of EnRich Financial Partners's portfolio in Q2 2026, its #28 holding.
  • EnRich Financial Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 584 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.