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H&H Retirement Design & Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

H&H Retirement Design & Management’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 		$4.7M Buy
86,410
+3,484
+4% +$181K 2.13% 17
2026
Q1 		$4.3M Sell
82,926
-3,909
-5% -$190K 2.02% 17
2025
Q4 		$4.28M Buy
86,835
+2,119
+3% +$97.6K 2.18% 16
2025
Q3 		$3.89M Sell
84,716
-2,608
-3% -$114K 2.07% 16
2025
Q2 		$3.73M Buy
87,324
+6,230
+8% +$249K 2.05% 16
2025
Q1 		$3M Buy
81,094
+293
+0.4% +$12.1K 2% 16
2024
Q4 		$3.38M Sell
80,801
-1,385
-2% -$57.2K 2.05% 16
2024
Q3 		$3.37M Buy
82,186
+5,768
+8% +$226K 1.99% 16
2024
Q2 		$2.99M Sell
76,418
-194
-0.3% -$7.32K 1.85% 16
2024
Q1 		$2.83M Sell
76,612
-16,214
-17% -$589K 1.87% 16
2023
Q4 		$3.34M Sell
92,826
-3,183
-3% -$104K 2.1% 16
2023
Q3 		$3.04M Sell
96,009
-361
-0.4% -$11.9K 2.11% 15
2023
Q2 		$3.2M Sell
96,370
-3,785
-4% -$119K 2.13% 16
2023
Q1 		$3.17M Buy
+100,155
New +$3.17M 2.02% 16

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

H&H Retirement Design & Management's PRF Position: Q2 2026 in Review

H&H Retirement Design & Management increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 4.2% in Q2 2026, buying an estimated $181K and bringing the position to 86,410 shares worth $4.7M. The position accounts for 2.13% of the portfolio, ranked #17.

H&H Retirement Design & Management first reported a position in PRF in Q1 2023 and has held it in 14 quarters since. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • H&H Retirement Design & Management held 86,410 shares of Invesco FTSE RAFI US 1000 ETF worth $4.7M as of Q2 2026.
  • H&H Retirement Design & Management bought 3,484 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $181K.
  • Invesco FTSE RAFI US 1000 ETF made up 2.13% of H&H Retirement Design & Management's portfolio in Q2 2026, its #17 holding.
  • H&H Retirement Design & Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2023 and has held it in 14 quarters since.
  • 588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.