Freestone Capital Holdings’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Freestone Capital Holdings’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	$422K	Buy	8,871 +2,555	+40%	+$124K	0.01%	371
2025 Q4	$296K	Hold	6,316	–	–	0.01%	427
2025 Q3	$286K	Hold	6,316	–	–	0.01%	441
2025 Q2	$267K	Hold	6,316	–	–	0.01%	386
2025 Q1	$255K	Hold	6,316	–	–	0.01%	378
2024 Q4	$255K	Buy	+6,316	New	+$261K	0.01%	373
2021 Q1	–	Sell	-1,135	Closed	-$30.2K	–	928
2020 Q4	$30.2K	Hold	1,135	–	–	﹤0.01%	666
2020 Q3	$25.8K	Buy	+1,135	New	+$26K	﹤0.01%	600

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freestone Capital Holdings's PRF Position: Q1 2026 in Review

Freestone Capital Holdings increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 40% in Q1 2026, buying an estimated $124K and bringing the position to 8,871 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #371.

Freestone Capital Holdings first reported a position in PRF in Q3 2020 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

Freestone Capital Holdings held 8,871 shares of Invesco FTSE RAFI US 1000 ETF worth $422K as of Q1 2026.
Freestone Capital Holdings bought 2,555 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $124K.
Invesco FTSE RAFI US 1000 ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #371 holding.
Freestone Capital Holdings first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2020 and has held it in 8 quarters since.
559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.