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 Q3	$288K	Buy	5,292 +19	+0.4%	+$1.05K	0.1%	121
2026 Q2	$285K	Buy	5,273 +17	+0.3%	+$885	0.1%	116
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

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Midwest Financial Group's PRF Position: Q3 2026 in Review

Midwest Financial Group increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.36% in Q3 2026, buying an estimated $1.05K and bringing the position to 5,292 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #121.

Midwest Financial Group first reported a position in PRF in Q1 2024 and has held it in 10 quarters since. 139 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

Midwest Financial Group held 5,292 shares of Invesco FTSE RAFI US 1000 ETF worth $288K as of Q3 2026.
Midwest Financial Group bought 19 Invesco FTSE RAFI US 1000 ETF shares in Q3 2026, an estimated $1.05K.
Invesco FTSE RAFI US 1000 ETF made up 0.1% of Midwest Financial Group's portfolio in Q3 2026, its #121 holding.
Midwest Financial Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2024 and has held it in 10 quarters since.
139 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.