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Moneta Group Investment Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Moneta Group Investment Advisors’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 		$3.15M Buy
66,190
+345
+0.5% +$16.8K 0.02% 216
2025
Q4 		$3.09M Buy
65,845
+4,916
+8% +$226K 0.02% 220
2025
Q3 		$2.75M Buy
60,929
+487
+0.8% +$21.3K 0.02% 233
2025
Q2 		$2.55M Buy
60,442
+846
+1% +$33.8K 0.03% 202
2025
Q1 		$2.41M Sell
59,596
-6,854
-10% -$283K 0.03% 190
2024
Q4 		$2.68M Buy
66,450
+918
+1% +$37.9K 0.04% 181
2024
Q3 		$2.66M Buy
65,532
+7,772
+13% +$305K 0.04% 174
2024
Q2 		$2.19M Sell
57,760
-451
-0.8% -$17K 0.04% 179
2024
Q1 		$2.24M Buy
58,211
+300
+0.5% +$10.9K 0.04% 182
2023
Q4 		$2.04M Sell
57,911
-645
-1% -$21.1K 0.04% 169
2023
Q3 		$1.86M Sell
58,556
-265,369
-82% -$8.76M 0.04% 168
2023
Q2 		$2.12M Buy
+323,925
New +$10.2M 0.05% 158
2022
Q1 		– Sell
-5,910
Closed -$203K – 482
2021
Q4 		$203K Buy
+5,910
New +$198K 0.01% 455
2018
Q3 		– Sell
-21,630
Closed -$487K – 335
2018
Q2 		$487K Sell
21,630
-529,090
-96% -$11.9M 0.05% 174
2018
Q1 		$110K Buy
+550,720
New +$12.6M 0.01% 234

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

Moneta Group Investment Advisors's PRF Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.52% in Q1 2026, buying an estimated $16.8K and bringing the position to 66,190 shares worth $3.15M. The position accounts for 0.02% of the portfolio, ranked #216.

Moneta Group Investment Advisors first reported a position in PRF in Q1 2018 and has held it in 15 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Moneta Group Investment Advisors held 66,190 shares of Invesco FTSE RAFI US 1000 ETF worth $3.15M as of Q1 2026.
  • Moneta Group Investment Advisors bought 345 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $16.8K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #216 holding.
  • Moneta Group Investment Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2018 and has held it in 15 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.