HWA
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HCR Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

HCR Wealth Advisors’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 		$324K Hold
6,000
– – 0.03% 203
2026
Q1 		$285K Hold
6,000
– – 0.03% 202
2025
Q4 		$282K Hold
6,000
– – 0.03% 201
2025
Q3 		$272K Hold
6,000
– – 0.03% 196
2025
Q2 		$254K Hold
6,000
– – 0.03% 204
2025
Q1 		$242K Hold
6,000
– – 0.03% 203
2024
Q4 		$242K Hold
6,000
– – 0.03% 202
2024
Q3 		$244K Hold
6,000
– – 0.03% 205
2024
Q2 		$228K Hold
6,000
– – 0.03% 202
2024
Q1 		$231K Hold
6,000
– – 0.04% 199
2023
Q4 		$211K Buy
+6,000
New +$197K 0.03% 195

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

HCR Wealth Advisors's PRF Position: Q2 2026 in Review

HCR Wealth Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 6,000 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #203.

HCR Wealth Advisors first reported a position in PRF in Q4 2023 and has held it in 11 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • HCR Wealth Advisors held 6,000 shares of Invesco FTSE RAFI US 1000 ETF worth $324K as of Q2 2026.
  • HCR Wealth Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #203 holding.
  • HCR Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.