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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
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 $1.37T 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

Evoke Wealth's PRF Position: Q1 2026 in Review

Evoke Wealth held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2026 at 14,440 shares worth $686K. The position accounts for 0.01% of the portfolio, ranked #346.

Evoke Wealth first reported a position in PRF in Q2 2025 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Evoke Wealth held 14,440 shares of Invesco FTSE RAFI US 1000 ETF worth $686K as of Q1 2026.
  • Evoke Wealth left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #346 holding.
  • Evoke Wealth first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.