MIA
PRVS

Milestone Investment Advisors’s Parnassus Value Select ETF PRVS Stock Holding History

Milestone Investment Advisors’s Portfolio PRVS Stock Details PRVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125K Buy
+3,800
New +$116K 0.03% 102

Other funds holding PRVS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $469M AUM 26.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SG
Sankala Group Lyons, Colorado $150M AUM

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

Milestone Investment Advisors opened a new position in Parnassus Value Select ETF (PRVS) in Q2 2026: 3,800 shares worth $125K. The stake represents 0.03% of the portfolio and ranks #102 among its holdings.

15 funds tracked by Wall St. Rank hold PRVS as of Q2 2026.

  • Milestone Investment Advisors held 3,800 shares of Parnassus Value Select ETF worth $125K as of Q2 2026.
  • Parnassus Value Select ETF was a new Milestone Investment Advisors position in Q2 2026.
  • Parnassus Value Select ETF made up 0.03% of Milestone Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • 15 funds tracked by Wall St. Rank held Parnassus Value Select ETF as of Q2 2026.

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