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 Q2	$623K	Sell	11,528 -23,108	-67%	-$1.2M	0.04%	422
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 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

Gateway Wealth Partners's PRF Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 67% in Q2 2026, selling an estimated $1.2M and leaving 11,528 shares worth $623K. The position accounts for 0.04% of the portfolio, ranked #422.

Gateway Wealth Partners first reported a position in PRF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.65M in Q1 2026. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Gateway Wealth Partners held 11,528 shares of Invesco FTSE RAFI US 1000 ETF worth $623K as of Q2 2026.
Gateway Wealth Partners sold 23,108 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $1.2M.
Invesco FTSE RAFI US 1000 ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #422 holding.
Gateway Wealth Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2025 and has held it in 5 quarters since.
Gateway Wealth Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $1.65M in Q1 2026.
588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.