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Larson Financial Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Larson Financial Group’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 		$60.7M Buy
1,123,915
+101,513
+10% +$5.29M 1.59% 8
2026
Q1 		$48.6M Buy
1,022,402
+151,680
+17% +$7.37M 1.55% 9
2025
Q4 		$40.9M Buy
870,722
+70,996
+9% +$3.27M 1.36% 12
2025
Q3 		$36.2M Buy
799,726
+192,562
+32% +$8.41M 1.26% 13
2025
Q2 		$25.7M Buy
607,164
+202,725
+50% +$8.1M 1.03% 13
2025
Q1 		$16.3M Buy
404,439
+173,731
+75% +$7.17M 0.77% 24
2024
Q4 		$9.31M Buy
230,708
+117,811
+104% +$4.87M 0.48% 48
2024
Q3 		$4.59M Buy
112,897
+92,923
+465% +$3.64M 0.26% 76
2024
Q2 		$758K Buy
19,974
+6,153
+45% +$232K 0.05% 219
2024
Q1 		$532K Sell
13,821
-1,116
-7% -$40.5K 0.04% 236
2023
Q4 		$526K Sell
14,937
-539
-3% -$17.7K 0.05% 213
2023
Q3 		$492K Buy
15,476
+1,611
+12% +$53.2K 0.05% 197
2023
Q2 		$454K Hold
13,865
– – 0.05% 201
2023
Q1 		$435K Buy
13,865
+13,820
+30,711% +$438K 0.05% 216
2022
Q4 		$1.47K Sell
45
-1,940
-98% -$59.7K ﹤0.01% 1238
2022
Q3 		$55K Buy
1,985
+1,940
+4,311% +$59.6K 0.01% 452
2022
Q2 		$1K Buy
+45
New +$1.45K ﹤0.01% 1133

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

Larson Financial Group's PRF Position: Q2 2026 in Review

Larson Financial Group increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 9.9% in Q2 2026, buying an estimated $5.29M and bringing the position to 1,123,915 shares worth $60.7M. The position accounts for 1.59% of the portfolio, ranked #8.

Larson Financial Group first reported a position in PRF in Q2 2022 and has held it in 17 quarters since. 584 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Larson Financial Group held 1,123,915 shares of Invesco FTSE RAFI US 1000 ETF worth $60.7M as of Q2 2026.
  • Larson Financial Group bought 101,513 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $5.29M.
  • Invesco FTSE RAFI US 1000 ETF made up 1.59% of Larson Financial Group's portfolio in Q2 2026, its #8 holding.
  • Larson Financial Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 584 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.