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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
Q2 		$1.94M Sell
35,818
-57,950
-62% -$3.02M 0.05% 287
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
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

Independent Advisor Alliance's PRF Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 62% in Q2 2026, selling an estimated $3.02M and leaving 35,818 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #287.

Independent Advisor Alliance first reported a position in PRF in Q4 2019 and has held it in 8 quarters since. The position peaked at $4.46M in Q1 2026. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Independent Advisor Alliance held 35,818 shares of Invesco FTSE RAFI US 1000 ETF worth $1.94M as of Q2 2026.
  • Independent Advisor Alliance sold 57,950 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $3.02M.
  • Invesco FTSE RAFI US 1000 ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #287 holding.
  • Independent Advisor Alliance first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2019 and has held it in 8 quarters since.
  • Independent Advisor Alliance's Invesco FTSE RAFI US 1000 ETF position peaked at $4.46M in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.