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

EPG 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 		– Sell
-41
Closed -$1.95K – 333
2026
Q1 		$1.95K Hold
41
– – ﹤0.01% 312
2025
Q4 		$1.92K Hold
41
– – ﹤0.01% 309
2025
Q3 		$1.85K Buy
+41
New +$1.79K ﹤0.01% 311

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

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

EPG Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026, closing a stake of 41 shares — an estimated $1.95K sold.

EPG Wealth Management first reported a position in PRF in Q3 2025 and held it in 3 quarters. The position peaked at $1.95K in Q1 2026. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • EPG Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • EPG Wealth Management sold 41 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $1.95K.
  • EPG Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2025 and held it in 3 quarters.
  • EPG Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $1.95K in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.