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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

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
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

LRI Investments's PRF Position: Q2 2026 in Review

LRI Investments held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 250 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

LRI Investments first reported a position in PRF in Q1 2024 and has held it in 10 quarters since. 589 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • LRI Investments held 250 shares of Invesco FTSE RAFI US 1000 ETF worth $13.5K as of Q2 2026.
  • LRI Investments left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #875 holding.
  • LRI Investments first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 589 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.