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Leo Wealth LLC’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Leo Wealth LLC’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 		$348K Hold
7,330
– – 0.03% 326
2025
Q4 		$344K Buy
+7,330
New +$338K 0.02% 323
2025
Q3 		– Sell
-7,389
Closed -$312K – 364
2025
Q2 		$312K Buy
+7,389
New +$295K 0.02% 303

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leo Wealth LLC's PRF Position: Q1 2026 in Review

Leo Wealth LLC held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2026 at 7,330 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #326.

Leo Wealth LLC first reported a position in PRF in Q2 2025 and has held it in 3 quarters since. 562 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Leo Wealth LLC held 7,330 shares of Invesco FTSE RAFI US 1000 ETF worth $348K as of Q1 2026.
  • Leo Wealth LLC left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #326 holding.
  • Leo Wealth LLC first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2025 and has held it in 3 quarters since.
  • 562 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.