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

Mission 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	$1.11M	Buy	20,589 +10,443	+103%	+$544K	0.01%	450
2026 Q1	$482K	Buy	10,146 +370	+4%	+$18K	0.01%	499
2025 Q4	$459K	Buy	9,776 +4	+0%	+$184	0.01%	508
2025 Q3	$442K	Buy	9,772 +406	+4%	+$17.7K	0.01%	512
2025 Q2	$396K	Buy	9,366 +2,239	+31%	+$89.5K	0.01%	531
2025 Q1	$288K	Buy	7,127 +16	+0.2%	+$660	0.01%	563
2024 Q4	$287K	Sell	7,111 -269	-4%	-$11.1K	0.01%	554
2024 Q3	$300K	Buy	7,380 +265	+4%	+$10.4K	0.01%	547
2024 Q2	$270K	Buy	+7,115	New	+$268K	0.01%	550

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

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

Mission Wealth Management increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 103% in Q2 2026, buying an estimated $544K and bringing the position to 20,589 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #450.

Mission Wealth Management first reported a position in PRF in Q2 2024 and has held it in 9 quarters since. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Mission Wealth Management held 20,589 shares of Invesco FTSE RAFI US 1000 ETF worth $1.11M as of Q2 2026.
Mission Wealth Management bought 10,443 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $544K.
Invesco FTSE RAFI US 1000 ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #450 holding.
Mission Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2024 and has held it in 9 quarters since.
588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.