Focus Partners Wealth
PRF icon

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

Focus Partners 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 		$81.2M Sell
1,706,944
-7,572
-0.4% -$368K 0.09% 210
2025
Q4 		$80.4M Buy
1,714,516
+1,347,696
+367% +$62.1M 0.09% 204
2025
Q3 		$16.6M Buy
366,820
+623
+0.2% +$27.2K 0.03% 437
2025
Q2 		$15.5M Buy
366,197
+71,810
+24% +$2.87M 0.03% 415
2025
Q1 		$11.9M Sell
294,387
-7,390
-2% -$305K 0.03% 440
2024
Q4 		$12.2M Buy
301,777
+258,518
+598% +$10.7M 0.03% 419
2024
Q3 		$1.76M Sell
43,259
-240,779
-85% -$9.44M 0.01% 798
2024
Q2 		$10.8M Buy
284,038
+205,188
+260% +$7.74M 0.04% 374
2024
Q1 		$3.03M Buy
78,850
+65,416
+487% +$2.38M 0.02% 416
2023
Q4 		$473K Buy
+13,434
New +$440K 0.01% 588

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

Focus Partners Wealth's PRF Position: Q1 2026 in Review

Focus Partners Wealth reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.44% in Q1 2026, selling an estimated $368K and leaving 1,706,944 shares worth $81.2M. The position accounts for 0.09% of the portfolio, ranked #210.

Focus Partners Wealth first reported a position in PRF in Q4 2023 and has held it in 10 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Focus Partners Wealth held 1,706,944 shares of Invesco FTSE RAFI US 1000 ETF worth $81.2M as of Q1 2026.
  • Focus Partners Wealth sold 7,572 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $368K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.09% of Focus Partners Wealth's portfolio in Q1 2026, its #210 holding.
  • Focus Partners Wealth first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and has held it in 10 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

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