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IEQ Capital’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

IEQ Capital’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 		$10.9M Buy
228,549
+77
+0% +$3.74K 0.05% 332
2025
Q4 		$10.7M Buy
228,472
+109
+0% +$5.02K 0.03% 329
2025
Q3 		$10.3M Buy
228,363
+6,734
+3% +$294K 0.03% 319
2025
Q2 		$9.37M Buy
221,629
+81
+0% +$3.24K 0.06% 266
2025
Q1 		$8.95M Buy
221,548
+9,878
+5% +$408K 0.07% 210
2024
Q4 		$8.54M Buy
211,670
+670
+0.3% +$27.7K 0.08% 159
2024
Q3 		$8.57M Sell
211,000
-1,757
-0.8% -$68.9K 0.11% 138
2024
Q2 		$8.07M Buy
212,757
+3,832
+2% +$144K 0.11% 122
2024
Q1 		$8.04M Buy
208,925
+66
+0% +$2.4K 0.12% 117
2023
Q4 		$7.35M Buy
208,859
+60,813
+41% +$1.99M 0.12% 116
2023
Q3 		$4.71M Buy
148,046
+21,236
+17% +$701K 0.1% 139
2023
Q2 		$4.15M Buy
126,810
+45
+0% +$1.42K 0.08% 164
2023
Q1 		$3.97M Buy
126,765
+60
+0% +$1.9K 0.09% 161
2022
Q4 		$3.93M Sell
126,705
-159,885
-56% -$4.92M 0.11% 148
2022
Q3 		$7.95M Buy
286,590
+170,730
+147% +$5.25M 0.22% 76
2022
Q2 		$3.43M Hold
115,860
– – 0.1% 133
2022
Q1 		$3.96M Hold
115,860
– – 0.09% 132
2021
Q4 		$3.98M Buy
115,860
+88,000
+316% +$2.94M 0.09% 126
2021
Q3 		$882K Hold
27,860
– – 0.02% 318
2021
Q2 		$893K Hold
27,860
– – 0.03% 271
2021
Q1 		$845K Buy
+27,860
New +$800K 0.03% 224
2020
Q4 		– Sell
-27,860
Closed -$634K – 350
2020
Q3 		$634K Hold
27,860
– – 0.03% 209
2020
Q2 		$603K Hold
27,860
– – 0.04% 188
2020
Q1 		$515K Buy
+27,860
New +$647K 0.04% 199

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

IEQ Capital's PRF Position: Q1 2026 in Review

IEQ Capital increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.03% in Q1 2026, buying an estimated $3.74K and bringing the position to 228,549 shares worth $10.9M. The position accounts for 0.05% of the portfolio, ranked #332.

IEQ Capital first reported a position in PRF in Q1 2020 and has held it in 24 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • IEQ Capital held 228,549 shares of Invesco FTSE RAFI US 1000 ETF worth $10.9M as of Q1 2026.
  • IEQ Capital bought 77 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $3.74K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.05% of IEQ Capital's portfolio in Q1 2026, its #332 holding.
  • IEQ Capital first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2020 and has held it in 24 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.