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 Q3	$28.9M	Sell	527,580 -8,068	-2%	-$446K	11.76%	2
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

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Heritage Wealth Architects's PRF Position: Q3 2026 in Review

Heritage Wealth Architects reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 1.5% in Q3 2026, selling an estimated $446K and leaving 527,580 shares worth $28.9M. The position accounts for 11.76% of the portfolio, ranked #2.

Heritage Wealth Architects first reported a position in PRF in Q1 2025 and has held it in 7 quarters since. The position peaked at $29.2M in Q2 2026. 31 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

Heritage Wealth Architects held 527,580 shares of Invesco FTSE RAFI US 1000 ETF worth $28.9M as of Q3 2026.
Heritage Wealth Architects sold 8,068 Invesco FTSE RAFI US 1000 ETF shares in Q3 2026, an estimated $446K.
Invesco FTSE RAFI US 1000 ETF made up 11.76% of Heritage Wealth Architects's portfolio in Q3 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 7 quarters since.
Heritage Wealth Architects's Invesco FTSE RAFI US 1000 ETF position peaked at $29.2M in Q2 2026.
31 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.