Evergreen Wealth Solutions’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Evergreen Wealth Solutions’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	$898K	Buy	+15,903	New	+$828K	0.05%	222

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Evergreen Wealth Solutions's PRF Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026: 15,903 shares worth $898K. The stake represents 0.05% of the portfolio and ranks #222 among its holdings.

586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Evergreen Wealth Solutions held 15,903 shares of Invesco FTSE RAFI US 1000 ETF worth $898K as of Q2 2026.
Invesco FTSE RAFI US 1000 ETF was a new Evergreen Wealth Solutions position in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #222 holding.
586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.