MFG
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Midwest Financial Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Midwest Financial Group’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 		$250K Hold
5,256
– – 0.11% 110
2025
Q4 		$247K Hold
5,256
– – 0.11% 108
2025
Q3 		$238K Hold
5,256
– – 0.11% 111
2025
Q2 		$222K Hold
5,256
– – 0.12% 108
2025
Q1 		$212K Hold
5,256
– – 0.12% 103
2024
Q4 		$212K Hold
5,256
– – 0.12% 106
2024
Q3 		$214K Buy
+5,256
New +$206K 0.13% 101
2024
Q2 		– Sell
-5,256
Closed -$202K – 107
2024
Q1 		$202K Buy
+5,256
New +$191K 0.14% 103

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

Midwest Financial Group's PRF Position: Q1 2026 in Review

Midwest Financial Group held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2026 at 5,256 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #110.

Midwest Financial Group first reported a position in PRF in Q1 2024 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Midwest Financial Group held 5,256 shares of Invesco FTSE RAFI US 1000 ETF worth $250K as of Q1 2026.
  • Midwest Financial Group left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.11% of Midwest Financial Group's portfolio in Q1 2026, its #110 holding.
  • Midwest Financial Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2024 and has held it in 8 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.