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Graves Light Lenhart Wealth’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Graves Light Lenhart Wealth’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 		$252K Hold
4,660
– – 0.02% 178
2026
Q1 		$221K Hold
4,660
– – 0.02% 186
2025
Q4 		$219K Hold
4,660
– – 0.02% 179
2025
Q3 		$211K Buy
+4,660
New +$204K 0.02% 186
2023
Q2 		– Sell
-4,660
Closed -$146K – 205
2023
Q1 		$146K Buy
+4,660
New +$148K 0.02% 161
2022
Q3 		– Sell
-4,660
Closed -$138K – 480
2022
Q2 		$138K Hold
4,660
– – 0.02% 198
2022
Q1 		$159K Hold
4,660
– – 0.02% 200
2021
Q4 		$160K Hold
4,660
– – 0.02% 219
2021
Q3 		$148K Hold
4,660
– – 0.02% 212
2021
Q2 		$149K Hold
4,660
– – 0.02% 210
2021
Q1 		$141K Hold
4,660
– – 0.02% 215
2020
Q4 		$124K Buy
+4,660
New +$116K 0.02% 227

Other funds holding PRF

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Graves Light Lenhart Wealth's PRF Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 4,660 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #178.

Graves Light Lenhart Wealth first reported a position in PRF in Q4 2020 and has held it in 12 quarters since. 79 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Graves Light Lenhart Wealth held 4,660 shares of Invesco FTSE RAFI US 1000 ETF worth $252K as of Q2 2026.
  • Graves Light Lenhart Wealth left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #178 holding.
  • Graves Light Lenhart Wealth first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2020 and has held it in 12 quarters since.
  • 79 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.