Milestone Investment Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Milestone Investment Advisors’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	$216K	Hold	4,000	–	–	0.05%	88
2026 Q1	$190K	Hold	4,000	–	–	0.05%	89
2025 Q4	$188K	Hold	4,000	–	–	0.05%	86
2025 Q3	$181K	Hold	4,000	–	–	0.04%	85
2025 Q2	$169K	Hold	4,000	–	–	0.04%	85
2025 Q1	$162K	Hold	4,000	–	–	0.04%	84
2024 Q4	$161K	Hold	4,000	–	–	0.04%	84
2024 Q3	$163K	Hold	4,000	–	–	0.05%	85
2024 Q2	$152K	Hold	4,000	–	–	0.04%	84
2024 Q1	$154K	Sell	4,000 -1,914	-32%	-$69.5K	0.04%	81
2023 Q4	$208K	Buy	5,914 +9	+0.2%	+$295	0.06%	70
2023 Q3	$188K	Buy	5,905 +10	+0.2%	+$330	0.05%	108
2023 Q2	$193K	Sell	5,895 -2,790	-32%	-$88.1K	0.06%	70
2023 Q1	$272K	Buy	8,685 +15	+0.2%	+$475	0.08%	87
2022 Q4	$269K	Buy	+8,670	New	+$267K	0.09%	55

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Milestone Investment Advisors's PRF Position: Q2 2026 in Review

Milestone Investment Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 4,000 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #88.

Milestone Investment Advisors first reported a position in PRF in Q4 2022 and has held it in 15 quarters since. The position peaked at $272K in Q1 2023. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Milestone Investment Advisors held 4,000 shares of Invesco FTSE RAFI US 1000 ETF worth $216K as of Q2 2026.
Milestone Investment Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.05% of Milestone Investment Advisors's portfolio in Q2 2026, its #88 holding.
Milestone Investment Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $272K in Q1 2023.
586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.