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

Evoke Wealth’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
-14,440
Closed -$686K – 485
2026
Q1 		$686K Hold
14,440
– – 0.01% 346
2025
Q4 		$678K Buy
14,440
+1,525
+12% +$70.2K 0.01% 334
2025
Q3 		$584K Hold
12,915
– – 0.01% 324
2025
Q2 		$546K Buy
+12,915
New +$516K 0.01% 331

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

Evoke Wealth's PRF Position: Q2 2026 in Review

Evoke Wealth sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026, closing a stake of 14,440 shares — an estimated $686K sold.

Evoke Wealth first reported a position in PRF in Q2 2025 and held it in 4 quarters. The position peaked at $686K in Q1 2026. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Evoke Wealth reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 14,440 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $686K.
  • Evoke Wealth first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2025 and held it in 4 quarters.
  • Evoke Wealth's Invesco FTSE RAFI US 1000 ETF position peaked at $686K in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.