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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mission Wealth Management's PRF Position: Q1 2026 in Review

Mission Wealth Management increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 3.8% in Q1 2026, buying an estimated $18K and bringing the position to 10,146 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #499.

Mission Wealth Management first reported a position in PRF in Q2 2024 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Mission Wealth Management held 10,146 shares of Invesco FTSE RAFI US 1000 ETF worth $482K as of Q1 2026.
  • Mission Wealth Management bought 370 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $18K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #499 holding.
  • Mission Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2024 and has held it in 8 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.