Guardian Wealth Advisors (North Carolina)’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-2,192	Closed	-$104K	–	533
2026 Q1	$104K	Buy	+2,192	New	+$107K	0.01%	394
2025 Q3	–	Sell	-2,660	Closed	-$112K	–	491
2025 Q2	$112K	Sell	2,660 -205	-7%	-$8.19K	0.01%	360
2025 Q1	$116K	Sell	2,865 -270	-9%	-$11.1K	0.01%	341
2024 Q4	$126K	Hold	3,135	–	–	0.01%	325
2024 Q3	$127K	Hold	3,135	–	–	0.01%	275
2024 Q2	$119K	Sell	3,135 -496	-14%	-$18.7K	0.01%	265
2024 Q1	$140K	Hold	3,631	–	–	0.02%	276
2023 Q4	$128K	Sell	3,631 -286	-7%	-$9.38K	0.02%	259
2023 Q3	$125K	Sell	3,917 -73	-2%	-$2.41K	0.02%	253
2023 Q2	$131K	Sell	3,990 -110	-3%	-$3.47K	0.02%	240
2023 Q1	$129K	Sell	4,100 -95	-2%	-$3.01K	0.02%	233
2022 Q4	$130K	Buy	+4,195	New	+$129K	0.03%	213

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

Guardian Wealth Advisors (North Carolina)'s PRF Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026, closing a stake of 2,192 shares — an estimated $104K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PRF in Q4 2022 and held it in 12 quarters. The position peaked at $140K in Q1 2024. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,192 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $104K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2022 and held it in 12 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco FTSE RAFI US 1000 ETF position peaked at $140K in Q1 2024.
586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.