LI
PRF icon

LRI Investments’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

LRI Investments’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 		$13.5K Hold
250
– – ﹤0.01% 875
2026
Q1 		$11.9K Hold
250
– – ﹤0.01% 838
2025
Q4 		$11.7K Hold
250
– – ﹤0.01% 826
2025
Q3 		$11.3K Hold
250
– – ﹤0.01% 844
2025
Q2 		$10.6K Hold
250
– – ﹤0.01% 831
2025
Q1 		$10.1K Hold
250
– – ﹤0.01% 793
2024
Q4 		$10.1K Hold
250
– – ﹤0.01% 787
2024
Q3 		$10.4K Hold
250
– – ﹤0.01% 782
2024
Q2 		$9.49K Hold
250
– – ﹤0.01% 762
2024
Q1 		$9.62K Buy
+250
New +$9.08K ﹤0.01% 515

Other funds holding PRF

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return