HWA
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Heritage Wealth Architects’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Heritage Wealth Architects’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 		$29.2M Buy
535,648
+17,434
+3% +$908K 11.61% 2
2026
Q1 		$26.8M Buy
518,214
+69,507
+15% +$3.38M 11.22% 3
2025
Q4 		$21.8M Buy
448,707
+68,019
+18% +$3.13M 10.17% 3
2025
Q3 		$17.2M Buy
380,688
+36,625
+11% +$1.6M 10.6% 3
2025
Q2 		$14.5M Buy
344,063
+4,226
+1% +$169K 10.71% 3
2025
Q1 		$13.7M Buy
+339,837
New +$14M 13.35% 3

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

Heritage Wealth Architects's PRF Position: Q2 2026 in Review

Heritage Wealth Architects increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 3.4% in Q2 2026, buying an estimated $908K and bringing the position to 535,648 shares worth $29.2M. The position accounts for 11.61% of the portfolio, ranked #2.

Heritage Wealth Architects first reported a position in PRF in Q1 2025 and has held it in 6 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Heritage Wealth Architects held 535,648 shares of Invesco FTSE RAFI US 1000 ETF worth $29.2M as of Q2 2026.
  • Heritage Wealth Architects bought 17,434 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $908K.
  • Invesco FTSE RAFI US 1000 ETF made up 11.61% of Heritage Wealth Architects's portfolio in Q2 2026, its #2 holding.
  • Heritage Wealth Architects first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.