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EverSource Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

EverSource Wealth Advisors’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
Q1 		$84K Sell
1,767
-286
-14% -$13.9K ﹤0.01% 1544
2025
Q4 		$96.3K Hold
2,053
– – ﹤0.01% 1331
2025
Q3 		$92.8K Hold
2,053
– – ﹤0.01% 1324
2025
Q2 		$86.8K Sell
2,053
-171
-8% -$6.83K ﹤0.01% 1284
2025
Q1 		$89.9K Sell
2,224
-144
-6% -$5.94K ﹤0.01% 952
2024
Q4 		$95.5K Hold
2,368
– – 0.01% 919
2024
Q3 		$96.2K Hold
2,368
– – 0.01% 800
2024
Q2 		$93.7K Hold
2,368
– – 0.01% 825
2024
Q1 		$87.2K Sell
2,368
-300
-11% -$10.9K 0.01% 760
2023
Q4 		$93.9K Buy
2,668
+300
+13% +$9.83K 0.01% 664
2023
Q3 		$75.3K Sell
2,368
-892
-27% -$29.4K 0.01% 668
2023
Q2 		$107K Hold
3,260
– – 0.01% 560
2023
Q1 		$102K Hold
3,260
– – 0.01% 542
2022
Q4 		$101K Hold
3,260
– – 0.02% 503
2022
Q3 		$90K Buy
+3,260
New +$100K 0.02% 455

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EverSource Wealth Advisors's PRF Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 14% in Q1 2026, selling an estimated $13.9K and leaving 1,767 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

EverSource Wealth Advisors first reported a position in PRF in Q3 2022 and has held it in 15 quarters since. The position peaked at $107K in Q2 2023. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • EverSource Wealth Advisors held 1,767 shares of Invesco FTSE RAFI US 1000 ETF worth $84K as of Q1 2026.
  • EverSource Wealth Advisors sold 286 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $13.9K.
  • Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1544 holding.
  • EverSource Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $107K in Q2 2023.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.