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

LexAurum 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	$234K	Hold	4,330	–	–	0.03%	378
2026 Q1	$206K	Buy	+4,330	New	+$210K	0.03%	379
2025 Q3	$227K	Sell	5,030 -10	-0.2%	-$437	0.03%	348
2025 Q2	$213K	Hold	5,040	–	–	0.03%	338
2025 Q1	$204K	Hold	5,040	–	–	0.04%	325
2024 Q4	$203K	Buy	+5,040	New	+$208K	0.04%	316
2019 Q2	–	Sell	-13,080	Closed	-$297K	–	184
2019 Q1	$297K	Buy	13,080 +30	+0.2%	+$662	0.2%	117
2018 Q4	$265K	Buy	+13,050	New	+$289K	0.21%	115

Other funds holding PRF

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return