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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
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 $1.37T 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

H&H Retirement Design & Management's PRF Position: Q1 2026 in Review

H&H Retirement Design & Management reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 4.5% in Q1 2026, selling an estimated $190K and leaving 82,926 shares worth $4.3M. The position accounts for 2.02% of the portfolio, ranked #17.

H&H Retirement Design & Management first reported a position in PRF in Q1 2023 and has held it in 13 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • H&H Retirement Design & Management held 82,926 shares of Invesco FTSE RAFI US 1000 ETF worth $4.3M as of Q1 2026.
  • H&H Retirement Design & Management sold 3,909 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $190K.
  • Invesco FTSE RAFI US 1000 ETF made up 2.02% of H&H Retirement Design & Management's portfolio in Q1 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 13 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.