Moisand Fitzgerald Tamayo’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Moisand Fitzgerald Tamayo’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	$24K	Hold	445	–	–	﹤0.01%	269
2026 Q1	$21.2K	Hold	445	–	–	﹤0.01%	264
2025 Q4	$20.9K	Hold	445	–	–	﹤0.01%	276
2025 Q3	$20.1K	Hold	445	–	–	﹤0.01%	275
2025 Q2	$18.8K	Hold	445	–	–	﹤0.01%	284
2025 Q1	$18K	Hold	445	–	–	﹤0.01%	283
2024 Q4	$18K	Hold	445	–	–	﹤0.01%	279
2024 Q3	$18.1K	Hold	445	–	–	﹤0.01%	289
2024 Q2	$16.9K	Hold	445	–	–	﹤0.01%	263
2024 Q1	$17.1K	Hold	445	–	–	﹤0.01%	266
2023 Q4	$15.7K	Sell	445 -532	-54%	-$17.4K	﹤0.01%	283
2023 Q3	$31.1K	Buy	977 +532	+120%	+$17.6K	0.01%	216
2023 Q2	$14.6K	Hold	445	–	–	﹤0.01%	289
2023 Q1	$14K	Hold	445	–	–	﹤0.01%	296
2022 Q4	$13.8K	Hold	445	–	–	﹤0.01%	285
2022 Q3	$12K	Hold	445	–	–	﹤0.01%	271
2022 Q2	$13K	Buy	+445	New	+$14.3K	﹤0.01%	260
2022 Q1	–	Sell	-445	Closed	-$15K	–	612
2021 Q4	$15K	Hold	445	–	–	﹤0.01%	232
2021 Q3	$14K	Hold	445	–	–	﹤0.01%	227
2021 Q2	$14K	Hold	445	–	–	0.01%	235
2021 Q1	$13K	Hold	445	–	–	0.01%	194
2020 Q4	$12K	Buy	+445	New	+$11.1K	0.01%	197

Other funds holding PRF

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Moisand Fitzgerald Tamayo's PRF Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 445 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Moisand Fitzgerald Tamayo first reported a position in PRF in Q4 2020 and has held it in 22 quarters since. The position peaked at $31.1K in Q3 2023. 110 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Moisand Fitzgerald Tamayo held 445 shares of Invesco FTSE RAFI US 1000 ETF worth $24K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #269 holding.
Moisand Fitzgerald Tamayo first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2020 and has held it in 22 quarters since.
Moisand Fitzgerald Tamayo's Invesco FTSE RAFI US 1000 ETF position peaked at $31.1K in Q3 2023.
110 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.