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

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

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. 588 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.
588 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.