Independent Advisor Alliance’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Independent Advisor Alliance’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	$4.46M	Buy	93,768 +54,390	+138%	+$2.64M	0.05%	339
2025 Q4	$1.85M	Hold	39,378	–	–	0.04%	327
2025 Q3	$1.78M	Hold	39,378	–	–	0.05%	319
2025 Q2	$1.66M	Buy	39,378 +1,700	+5%	+$67.9K	0.05%	317
2025 Q1	$1.52M	Sell	37,678 -60,042	-61%	-$2.48M	0.05%	294
2024 Q4	$3.94M	Buy	+97,720	New	+$4.04M	0.05%	327
2020 Q1	–	Sell	-39,785	Closed	-$1.01M	–	736
2019 Q4	$1.01M	Buy	+39,785	New	+$969K	0.04%	356

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's PRF Position: Q1 2026 in Review

Independent Advisor Alliance increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 138% in Q1 2026, buying an estimated $2.64M and bringing the position to 93,768 shares worth $4.46M. The position accounts for 0.05% of the portfolio, ranked #339.

Independent Advisor Alliance first reported a position in PRF in Q4 2019 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

Independent Advisor Alliance held 93,768 shares of Invesco FTSE RAFI US 1000 ETF worth $4.46M as of Q1 2026.
Independent Advisor Alliance bought 54,390 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $2.64M.
Invesco FTSE RAFI US 1000 ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q1 2026, its #339 holding.
Independent Advisor Alliance first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2019 and has held it in 7 quarters since.
559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.