Kingswood Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Kingswood Wealth Advisors’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	$212K	Buy	+3,926	New	+$204K	0.01%	922

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

Kingswood Wealth Advisors's PRF Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026: 3,926 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #922 among its holdings.

586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Kingswood Wealth Advisors held 3,926 shares of Invesco FTSE RAFI US 1000 ETF worth $212K as of Q2 2026.
Invesco FTSE RAFI US 1000 ETF was a new Kingswood Wealth Advisors position in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #922 holding.
586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.