MWM
PRF icon

Maridea Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Maridea Wealth Management’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 		– Sell
-10,566
Closed -$502K – 584
2026
Q1 		$502K Buy
10,566
+93
+0.9% +$4.52K 0.07% 251
2025
Q4 		$491K Buy
10,473
+152
+1% +$7K 0.07% 254
2025
Q3 		$470K Buy
10,321
+247
+2% +$10.8K 0.07% 258
2025
Q2 		$426K Buy
+10,074
New +$402K 0.11% 185

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

Maridea Wealth Management's PRF Position: Q2 2026 in Review

Maridea Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026, closing a stake of 10,566 shares — an estimated $502K sold.

Maridea Wealth Management first reported a position in PRF in Q2 2025 and held it in 4 quarters. The position peaked at $502K in Q1 2026. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Maridea Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 10,566 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $502K.
  • Maridea Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2025 and held it in 4 quarters.
  • Maridea Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $502K in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.