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Keel Point’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Keel Point’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 		$762K Buy
16,034
+11,531
+256% +$560K 0.05% 205
2025
Q4 		$211K Hold
4,503
– – 0.01% 504
2025
Q3 		$204K Buy
+4,503
New +$197K 0.01% 501

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

Keel Point's PRF Position: Q1 2026 in Review

Keel Point increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 256% in Q1 2026, buying an estimated $560K and bringing the position to 16,034 shares worth $762K. The position accounts for 0.05% of the portfolio, ranked #205.

Keel Point first reported a position in PRF in Q3 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Keel Point held 16,034 shares of Invesco FTSE RAFI US 1000 ETF worth $762K as of Q1 2026.
  • Keel Point bought 11,531 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $560K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.05% of Keel Point's portfolio in Q1 2026, its #205 holding.
  • Keel Point first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.