Legacy Financial Group (Iowa)
PRF icon

Legacy Financial Group (Iowa)’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Legacy Financial Group (Iowa)’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 		$769K Hold
14,234
– – 0.09% 77
2026
Q1 		$677K Hold
14,234
– – 0.09% 74
2025
Q4 		$706K Hold
14,234
– – 0.09% 73
2025
Q3 		$644K Hold
14,234
– – 0.08% 72
2025
Q2 		$602K Hold
14,234
– – 0.08% 68
2025
Q1 		$575K Sell
14,234
-235
-2% -$9.7K 0.09% 65
2024
Q4 		$584K Hold
14,469
– – 0.09% 70
2024
Q3 		$588K Hold
14,469
– – 0.11% 50
2024
Q2 		$549K Sell
14,469
-531
-4% -$20K 0.11% 65
2024
Q1 		$577K Buy
+15,000
New +$545K 0.12% 62
2023
Q4 		– Sell
-15,185
Closed -$483K – 391
2023
Q3 		$483K Buy
+15,185
New +$501K 0.11% 62

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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

Legacy Financial Group (Iowa)'s PRF Position: Q2 2026 in Review

Legacy Financial Group (Iowa) held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 14,234 shares worth $769K. The position accounts for 0.09% of the portfolio, ranked #77.

Legacy Financial Group (Iowa) first reported a position in PRF in Q3 2023 and has held it in 11 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Legacy Financial Group (Iowa) held 14,234 shares of Invesco FTSE RAFI US 1000 ETF worth $769K as of Q2 2026.
  • Legacy Financial Group (Iowa) left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.09% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #77 holding.
  • Legacy Financial Group (Iowa) first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2023 and has held it in 11 quarters since.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.