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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Kaydan Wealth Management's PRF Position: Q2 2026 in Review

Kaydan Wealth Management held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 21,505 shares worth $1.16M. The position accounts for 0.35% of the portfolio, ranked #39.

Kaydan Wealth Management first reported a position in PRF in Q4 2021 and has held it in 19 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Kaydan Wealth Management held 21,505 shares of Invesco FTSE RAFI US 1000 ETF worth $1.16M as of Q2 2026.
Kaydan Wealth Management left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.35% of Kaydan Wealth Management's portfolio in Q2 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 19 quarters since.
586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.