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Goodman Advisory Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Goodman Advisory Group’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 		$18.4M Sell
386,316
-32,347
-8% -$1.57M 4.76% 4
2025
Q4 		$19.6M Buy
+418,663
New +$19.3M 4.83% 3
2025
Q2 		– Sell
-412,580
Closed -$16.7M – 186
2025
Q1 		$16.7M Buy
412,580
+5,092
+1% +$210K 5.08% 4
2024
Q4 		$16.4M Buy
407,488
+11,033
+3% +$456K 4.85% 6
2024
Q3 		$16.1M Buy
+396,455
New +$15.5M 4.6% 6

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

Goodman Advisory Group's PRF Position: Q1 2026 in Review

Goodman Advisory Group reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 7.7% in Q1 2026, selling an estimated $1.57M and leaving 386,316 shares worth $18.4M. The position accounts for 4.76% of the portfolio, ranked #4.

Goodman Advisory Group first reported a position in PRF in Q3 2024 and has held it in 5 quarters since. The position peaked at $19.6M in Q4 2025. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Goodman Advisory Group held 386,316 shares of Invesco FTSE RAFI US 1000 ETF worth $18.4M as of Q1 2026.
  • Goodman Advisory Group sold 32,347 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $1.57M.
  • Invesco FTSE RAFI US 1000 ETF made up 4.76% of Goodman Advisory Group's portfolio in Q1 2026, its #4 holding.
  • Goodman Advisory Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2024 and has held it in 5 quarters since.
  • Goodman Advisory Group's Invesco FTSE RAFI US 1000 ETF position peaked at $19.6M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.