Lido Advisors
PRF icon

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

Lido 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
Q1 		$6.56M Buy
138,122
+10,296
+8% +$500K 0.02% 403
2025
Q4 		$5.79M Buy
127,826
+628
+0.5% +$28.9K 0.02% 432
2025
Q3 		$5.75M Buy
127,198
+9,408
+8% +$411K 0.02% 414
2025
Q2 		$4.98M Sell
117,790
-53,763
-31% -$2.15M 0.02% 374
2025
Q1 		$6.93M Sell
171,553
-247
-0.1% -$10.2K 0.03% 292
2024
Q4 		$6.93M Buy
171,800
+3,184
+2% +$132K 0.03% 269
2024
Q3 		$6.85M Buy
168,616
+5,706
+4% +$224K 0.03% 267
2024
Q2 		$6.18M Buy
162,910
+430
+0.3% +$16.2K 0.03% 258
2024
Q1 		$6.25M Buy
162,480
+2,999
+2% +$109K 0.04% 251
2023
Q4 		$5.61M Sell
159,481
-174
-0.1% -$5.7K 0.04% 246
2023
Q3 		$5.08M Sell
159,655
-875
-0.5% -$28.9K 0.04% 239
2023
Q2 		$5.25M Sell
160,530
-465
-0.3% -$14.7K 0.04% 218
2023
Q1 		$5.05M Sell
160,995
-37,155
-19% -$1.18M 0.05% 207
2022
Q4 		$6.15M Sell
198,150
-520
-0.3% -$16K 0.08% 143
2022
Q3 		$5.51M Buy
198,670
+81,695
+70% +$2.51M 0.07% 138
2022
Q2 		$3.47M Sell
116,975
-83,970
-42% -$2.7M 0.05% 165
2022
Q1 		$6.87M Buy
200,945
+35
+0% +$1.18K 0.08% 122
2021
Q4 		$6.9M Sell
200,910
-615
-0.3% -$20.6K 0.08% 133
2021
Q3 		$6.38M Buy
201,525
+162,450
+416% +$5.25M 0.09% 128
2021
Q2 		$1.25M Sell
39,075
-405
-1% -$12.9K 0.02% 340
2021
Q1 		$1.2M Sell
39,480
-1,495
-4% -$42.9K 0.02% 297
2020
Q4 		$1.09M Buy
40,975
+5,390
+15% +$134K 0.02% 296
2020
Q3 		$810K Sell
35,585
-12,515
-26% -$286K 0.02% 300
2020
Q2 		$1.04M Buy
48,100
+2,265
+5% +$47.2K 0.03% 237
2020
Q1 		$847K Sell
45,835
-11,235
-20% -$261K 0.04% 255
2019
Q4 		$1.45M Sell
57,070
-1,010
-2% -$24.6K 0.06% 202
2019
Q3 		$1.37M Sell
58,080
-18,885
-25% -$440K 0.07% 166
2019
Q2 		$1.79M Sell
76,965
-2,255
-3% -$51.9K 0.1% 120
2019
Q1 		$1.8M Buy
79,220
+29,000
+58% +$640K 0.12% 112
2018
Q4 		$1.02M Sell
50,220
-3,030
-6% -$67.2K 0.1% 126
2018
Q3 		$1.26M Sell
53,250
-8,435
-14% -$198K 0.12% 102
2018
Q2 		$1.39M Sell
61,685
-4,985
-7% -$112K 0.16% 88
2018
Q1 		$1.47M Sell
66,670
-8,480
-11% -$194K 0.2% 74
2017
Q4 		$1.71M Sell
75,150
-3,015
-4% -$66.4K 0.24% 59
2017
Q3 		$1.7M Sell
78,165
-4,035
-5% -$84.5K 0.27% 52
2017
Q2 		$1.7M Sell
82,200
-3,275
-4% -$67.3K 0.35% 40
2017
Q1 		$1.76M Sell
85,475
-101,895
-54% -$2.08M 0.49% 36
2016
Q4 		$3.73M Buy
187,370
+19,575
+12% +$376K 0.92% 14
2016
Q3 		$3.14M Buy
167,795
+23,790
+17% +$443K 0.96% 13
2016
Q2 		$2.61M Buy
144,005
+95,750
+198% +$1.72M 0.8% 14
2016
Q1 		$851K Buy
+48,255
New +$805K 0.29% 34

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors's PRF Position: Q1 2026 in Review

Lido Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 8.1% in Q1 2026, buying an estimated $500K and bringing the position to 138,122 shares worth $6.56M. The position accounts for 0.02% of the portfolio, ranked #403.

Lido Advisors first reported a position in PRF in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.93M in Q1 2025. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Lido Advisors held 138,122 shares of Invesco FTSE RAFI US 1000 ETF worth $6.56M as of Q1 2026.
  • Lido Advisors bought 10,296 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $500K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #403 holding.
  • Lido Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2016 and has held it in 41 quarters since.
  • Lido Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $6.93M in Q1 2025.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.