EP Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.02M | Buy |
37,367
+3,272
| +10% | +$170K | 0.01% | 570 |
|
|
2026
Q1 | $1.62M | Sell |
34,095
-4,835
| -12% | -$235K | 0.01% | 527 |
|
|
2025
Q4 | $1.83M | Buy |
+38,930
| New | +$1.79M | 0.01% | 466 |
|
|
2025
Q2 | $1.67M | Buy |
39,404
+7,563
| +24% | +$302K | 0.01% | 453 |
|
|
2025
Q1 | $1.29M | Buy |
31,841
+871
| +3% | +$35.9K | 0.01% | 443 |
|
|
2024
Q4 | $1.25M | Buy |
30,970
+2,275
| +8% | +$94K | 0.01% | 444 |
|
|
2024
Q3 | $1.17M | Buy |
28,695
+5,023
| +21% | +$197K | 0.01% | 459 |
|
|
2024
Q2 | $898K | Buy |
23,672
+9,976
| +73% | +$376K | 0.01% | 413 |
|
|
2024
Q1 | $527K | Buy |
13,696
+1,997
| +17% | +$72.5K | 0.01% | 502 |
|
|
2023
Q4 | $412K | Sell |
11,699
-3,842
| -25% | -$126K | 0.01% | 532 |
|
|
2023
Q3 | $495K | Sell |
15,541
-12,924
| -45% | -$427K | 0.01% | 466 |
|
|
2023
Q2 | $345K | Sell |
28,465
-54,535
| -66% | -$1.72M | 0.01% | 534 |
|
|
2023
Q1 | $17 | Buy |
83,000
+74,065
| +829% | +$2.35M | ﹤0.01% | 636 |
|
|
2022
Q4 | $277K | Buy |
+8,935
| New | +$275K | 0.01% | 481 |
|
|
2022
Q3 | – | Sell |
-12,365
| Closed | -$366K | – | 548 |
|
|
2022
Q2 | $366K | Sell |
12,365
-2,475
| -17% | -$79.5K | 0.01% | 442 |
|
|
2022
Q1 | $507K | Sell |
14,840
-4,485
| -23% | -$152K | 0.01% | 384 |
|
|
2021
Q4 | $664K | Buy |
19,325
+1,555
| +9% | +$52K | 0.02% | 308 |
|
|
2021
Q3 | $563K | Buy |
17,770
+2,995
| +20% | +$96.8K | 0.02% | 312 |
|
|
2021
Q2 | $474K | Sell |
14,775
-1,050
| -7% | -$33.4K | 0.01% | 345 |
|
|
2021
Q1 | $480K | Buy |
15,825
+8,245
| +109% | +$237K | 0.02% | 331 |
|
|
2020
Q4 | $202K | Buy |
+7,580
| New | +$189K | 0.01% | 414 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 351 |
|
|
2020
Q1 | – | Sell |
-9,855
| Closed | -$250K | – | 419 |
|
|
2019
Q4 | $250K | Buy |
+9,855
| New | +$240K | 0.01% | 362 |
|
|
2016
Q2 | – | Sell |
-14,475
| Closed | -$255K | – | 141 |
|
|
2016
Q1 | $255K | Hold |
14,475
| – | – | 0.04% | 116 |
|
|
2015
Q4 | $251K | Hold |
14,475
| – | – | 0.04% | 123 |
|
|
2015
Q3 | $240K | Hold |
14,475
| – | – | 0.05% | 119 |
|
|
2015
Q2 | $263K | Sell |
14,475
-625
| -4% | -$11.6K | 0.05% | 102 |
|
|
2015
Q1 | $276K | Hold |
15,100
| – | – | 0.05% | 106 |
|
|
2014
Q4 | $276K | Hold |
15,100
| – | – | 0.05% | 109 |
|
|
2014
Q3 | $266K | Hold |
15,100
| – | – | 0.04% | 96 |
|
|
2014
Q2 | $267K | Hold |
15,100
| – | – | 0.06% | 98 |
|
|
2014
Q1 | $256K | Buy |
+15,100
| New | +$248K | 0.07% | 91 |
|
Other funds holding PRF
WA
DADC
EP Wealth Advisors's PRF Position: Q2 2026 in Review
EP Wealth Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 9.6% in Q2 2026, buying an estimated $170K and bringing the position to 37,367 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #570.
EP Wealth Advisors first reported a position in PRF in Q1 2014 and has held it in 31 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.
- EP Wealth Advisors held 37,367 shares of Invesco FTSE RAFI US 1000 ETF worth $2.02M as of Q2 2026.
- EP Wealth Advisors bought 3,272 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $170K.
- Invesco FTSE RAFI US 1000 ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #570 holding.
- EP Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2014 and has held it in 31 quarters since.
- 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.