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Kestra Private Wealth Services’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Kestra Private Wealth Services’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 		$456K Buy
8,435
+25
+0.3% +$1.3K 0.01% 1290
2026
Q1 		$400K Buy
8,410
+30
+0.4% +$1.46K ﹤0.01% 1313
2025
Q4 		$393K Buy
8,380
+299
+4% +$13.8K ﹤0.01% 1298
2025
Q3 		$365K Sell
8,081
-1,112
-12% -$48.6K ﹤0.01% 1254
2025
Q2 		$389K Buy
9,193
+242
+3% +$9.67K 0.01% 1150
2025
Q1 		$362K Buy
8,951
+335
+4% +$13.8K 0.01% 1107
2024
Q4 		$348K Sell
8,616
-1,958
-19% -$80.9K 0.01% 1084
2024
Q3 		$430K Buy
10,574
+1,087
+11% +$42.6K 0.01% 939
2024
Q2 		$360K Sell
9,487
-2,720
-22% -$103K 0.01% 975
2024
Q1 		$470K Buy
12,207
+99
+0.8% +$3.6K 0.01% 823
2023
Q4 		$426K Buy
+12,108
New +$397K 0.01% 790

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

Kestra Private Wealth Services's PRF Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.3% in Q2 2026, buying an estimated $1.3K and bringing the position to 8,435 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #1290.

Kestra Private Wealth Services first reported a position in PRF in Q4 2023 and has held it in 11 quarters since. The position peaked at $470K in Q1 2024. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Kestra Private Wealth Services held 8,435 shares of Invesco FTSE RAFI US 1000 ETF worth $456K as of Q2 2026.
  • Kestra Private Wealth Services bought 25 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $1.3K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1290 holding.
  • Kestra Private Wealth Services first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Kestra Private Wealth Services's Invesco FTSE RAFI US 1000 ETF position peaked at $470K in Q1 2024.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.