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Fortis Group Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Fortis Group 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
Q2 		$19.5K Hold
360
– – ﹤0.01% 346
2026
Q1 		$17.1K Hold
360
– – ﹤0.01% 353
2025
Q4 		$16.9K Hold
360
– – ﹤0.01% 353
2025
Q3 		$16.3K Hold
360
– – ﹤0.01% 312
2025
Q2 		$15.2K Hold
360
– – ﹤0.01% 308
2025
Q1 		$14.5K Hold
360
– – ﹤0.01% 277
2024
Q4 		$14.5K Hold
360
– – ﹤0.01% 279
2024
Q3 		$14.6K Hold
360
– – ﹤0.01% 271
2024
Q2 		$13.7K Hold
360
– – ﹤0.01% 269
2024
Q1 		$13.8K Sell
360
-360
-50% -$13.1K ﹤0.01% 289
2023
Q4 		$25.3K Buy
720
+360
+100% +$11.8K 0.01% 217
2023
Q3 		$11.5K Buy
+360
New +$11.9K ﹤0.01% 213

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

Fortis Group Advisors's PRF Position: Q2 2026 in Review

Fortis Group Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 360 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Fortis Group Advisors first reported a position in PRF in Q3 2023 and has held it in 12 quarters since. The position peaked at $25.3K in Q4 2023. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Fortis Group Advisors held 360 shares of Invesco FTSE RAFI US 1000 ETF worth $19.5K as of Q2 2026.
  • Fortis Group Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #346 holding.
  • Fortis Group Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2023 and has held it in 12 quarters since.
  • Fortis Group Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $25.3K in Q4 2023.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.