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

Gateway Wealth Partners’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 		$1.65M Buy
34,636
+15,512
+81% +$754K 0.06% 285
2025
Q4 		$897K Sell
19,124
-506
-3% -$23.3K 0.1% 197
2025
Q3 		$887K Sell
19,630
-2,312
-11% -$101K 0.12% 175
2025
Q2 		$927K Buy
+21,942
New +$877K 0.18% 128

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

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

Gateway Wealth Partners increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 81% in Q1 2026, buying an estimated $754K and bringing the position to 34,636 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #285.

Gateway Wealth Partners 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.

  • Gateway Wealth Partners held 34,636 shares of Invesco FTSE RAFI US 1000 ETF worth $1.65M as of Q1 2026.
  • Gateway Wealth Partners bought 15,512 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $754K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q1 2026, its #285 holding.
  • Gateway Wealth Partners 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 Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.