Kaydan Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Kaydan Wealth Management’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	$1.09M	Sell	20,005 -1,500	-7%	-$83K	0.37%	39
2026 Q2	$1.16M	Hold	21,505	–	–	0.35%	39
2026 Q1	$1.02M	Hold	21,505	–	–	0.34%	40
2025 Q4	$1.01M	Hold	21,505	–	–	0.29%	37
2025 Q3	$972K	Sell	21,505 -1,850	-8%	-$80.8K	0.28%	46
2025 Q2	$987K	Hold	23,355	–	–	0.32%	40
2025 Q1	$944K	Hold	23,355	–	–	0.3%	39
2024 Q4	$942K	Hold	23,355	–	–	0.31%	38
2024 Q3	$949K	Hold	23,355	–	–	0.28%	38
2024 Q2	$886K	Hold	23,355	–	–	0.31%	40
2024 Q1	$898K	Hold	23,355	–	–	0.31%	39
2023 Q4	$822K	Hold	23,355	–	–	0.33%	39
2023 Q3	$743K	Hold	23,355	–	–	0.3%	36
2023 Q2	$764K	Sell	23,355 -1,015	-4%	-$32K	0.32%	35
2023 Q1	$764K	Sell	24,370 -235	-1%	-$7.45K	0.31%	31
2022 Q4	$763K	Sell	24,605 -1,650	-6%	-$50.8K	0.31%	35
2022 Q3	$729K	Sell	26,255 -1,700	-6%	-$52.2K	0.4%	33
2022 Q2	$829K	Sell	27,955 -4,255	-13%	-$137K	0.46%	33
2022 Q1	$1.1M	Sell	32,210 -590	-2%	-$20K	0.49%	33
2021 Q4	$1.13M	Buy	+32,800	New	+$1.1M	0.43%	32

Other funds holding PRF

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

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

Kaydan Wealth Management's PRF Position: Q3 2026 in Review

Kaydan Wealth Management reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 7% in Q3 2026, selling an estimated $83K and leaving 20,005 shares worth $1.09M. The position accounts for 0.37% of the portfolio, ranked #39.

Kaydan Wealth Management first reported a position in PRF in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.16M in Q2 2026. 31 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

Kaydan Wealth Management held 20,005 shares of Invesco FTSE RAFI US 1000 ETF worth $1.09M as of Q3 2026.
Kaydan Wealth Management sold 1,500 Invesco FTSE RAFI US 1000 ETF shares in Q3 2026, an estimated $83K.
Invesco FTSE RAFI US 1000 ETF made up 0.37% of Kaydan Wealth Management's portfolio in Q3 2026, its #39 holding.
Kaydan Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2021 and has held it in 20 quarters since.
Kaydan Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $1.16M in Q2 2026.
31 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.