Mission Wealth Management
PRF icon

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
Q3 		$514K Sell
9,437
-11,152
-54% -$617K 0.01% 527
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

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Mission Wealth Management's PRF Position: Q3 2026 in Review

Mission Wealth Management reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 54% in Q3 2026, selling an estimated $617K and leaving 9,437 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #527.

Mission Wealth Management first reported a position in PRF in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q2 2026. 151 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

  • Mission Wealth Management held 9,437 shares of Invesco FTSE RAFI US 1000 ETF worth $514K as of Q3 2026.
  • Mission Wealth Management sold 11,152 Invesco FTSE RAFI US 1000 ETF shares in Q3 2026, an estimated $617K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #527 holding.
  • Mission Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2024 and has held it in 10 quarters since.
  • Mission Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $1.11M in Q2 2026.
  • 151 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.