GRP
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Global Retirement Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Global Retirement 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 		$294K Buy
+5,441
New +$283K ﹤0.01% 1342
2025
Q4 		$228K Buy
4,851
+4,211
+658% +$194K ﹤0.01% 1396
2025
Q3 		$28.9K Hold
640
– – ﹤0.01% 2214
2025
Q2 		$27.1K Buy
+640
New +$25.6K ﹤0.01% 2122
2024
Q4 		$18.2K Sell
450
-30
-6% -$1.24K ﹤0.01% 2137
2024
Q3 		$19.5K Sell
480
-1,031
-68% -$40.4K ﹤0.01% 2012
2024
Q2 		$57.3K Hold
1,511
– – ﹤0.01% 1460
2024
Q1 		$58.1K Hold
1,511
– – ﹤0.01% 1349
2023
Q4 		$52.7K Buy
1,511
+1,006
+199% +$33K ﹤0.01% 1339
2023
Q3 		$15.8K Hold
505
– – ﹤0.01% 1750
2023
Q2 		$16.5K Hold
505
– – ﹤0.01% 1752
2023
Q1 		$15.6K Hold
505
– – ﹤0.01% 1745
2022
Q4 		$15.7K Sell
505
-85
-14% -$2.62K ﹤0.01% 1582
2022
Q3 		$18K Hold
590
– – ﹤0.01% 1448
2022
Q2 		$17K Hold
590
– – ﹤0.01% 1417
2022
Q1 		$19K Buy
+590
New +$20K ﹤0.01% 1370
2021
Q3 		– Sell
-375
Closed -$12K – 2043
2021
Q2 		$12K Buy
+375
New +$11.9K ﹤0.01% 1338
2020
Q1 		– Sell
-21,555
Closed -$546K – 1666
2019
Q4 		$546K Sell
21,555
-17,995
-45% -$438K 0.08% 215
2019
Q3 		$932K Sell
39,550
-23,425
-37% -$546K 0.15% 148
2019
Q2 		$1.47M Buy
62,975
+36,435
+137% +$838K 0.28% 69
2019
Q1 		$602K Sell
26,540
-2,120
-7% -$46.8K 0.15% 130
2018
Q4 		$582K Buy
28,660
+2,500
+10% +$55.4K 0.15% 138
2018
Q3 		$621K Buy
26,160
+8,540
+48% +$200K 0.14% 139
2018
Q2 		$397K Sell
17,620
-115
-0.6% -$2.59K 0.1% 194
2018
Q1 		$391K Buy
17,735
+5,675
+47% +$130K 0.11% 188
2017
Q4 		$274K Buy
12,060
+9,005
+295% +$198K 0.08% 223
2017
Q3 		$65K Hold
3,055
– – 0.03% 386
2017
Q2 		$63K Buy
3,055
+1,140
+60% +$23.4K 0.03% 369
2017
Q1 		$35K Buy
1,915
+1,060
+124% +$21.6K 0.02% 434
2016
Q4 		$16K Buy
+855
New +$16.4K 0.01% 569

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

Global Retirement Partners's PRF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026: 5,441 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #1342 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PRF as recently as Q4 2025.

Global Retirement Partners first reported a position in PRF in Q4 2016 and has held it in 30 quarters since. The position peaked at $1.47M in Q2 2019. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Global Retirement Partners held 5,441 shares of Invesco FTSE RAFI US 1000 ETF worth $294K as of Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1342 holding.
  • Global Retirement Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2016 and has held it in 30 quarters since.
  • Global Retirement Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $1.47M in Q2 2019.
  • 588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.