Fortitude Family Office’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Fortitude Family Office’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	$767K	Sell	14,191 -165	-1%	-$8.59K	0.15%	78
2026 Q1	$682K	Hold	14,356	–	–	0.15%	79
2025 Q4	$674K	Sell	14,356 -866	-6%	-$39.9K	0.16%	89
2025 Q3	$688K	Sell	15,222 -68	-0.4%	-$2.97K	0.19%	82
2025 Q2	$646K	Hold	15,290	–	–	0.21%	70
2025 Q1	$618K	Hold	15,290	–	–	0.22%	60
2024 Q4	$617K	Hold	15,290	–	–	0.22%	67
2024 Q3	$621K	Hold	15,290	–	–	0.25%	56
2024 Q2	$580K	Hold	15,290	–	–	0.33%	45
2024 Q1	$588K	Hold	15,290	–	–	0.4%	40
2023 Q4	$538K	Buy	+15,290	New	+$501K	0.4%	42

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Fortitude Family Office's PRF Position: Q2 2026 in Review

Fortitude Family Office reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 1.1% in Q2 2026, selling an estimated $8.59K and leaving 14,191 shares worth $767K. The position accounts for 0.15% of the portfolio, ranked #78.

Fortitude Family Office first reported a position in PRF in Q4 2023 and has held it in 11 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Fortitude Family Office held 14,191 shares of Invesco FTSE RAFI US 1000 ETF worth $767K as of Q2 2026.
Fortitude Family Office sold 165 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $8.59K.
Invesco FTSE RAFI US 1000 ETF made up 0.15% of Fortitude Family Office's portfolio in Q2 2026, its #78 holding.
Fortitude Family Office first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and has held it in 11 quarters since.
586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.