Morling Financial Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Morling Financial 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 Q2	$585K	Hold	10,820	–	–	0.16%	45
2026 Q1	$514K	Hold	10,820	–	–	0.16%	43
2025 Q4	$508K	Hold	10,820	–	–	0.16%	44
2025 Q3	$489K	Hold	10,820	–	–	0.16%	44
2025 Q2	$457K	Hold	10,820	–	–	0.15%	47
2025 Q1	$437K	Hold	10,820	–	–	0.15%	50
2024 Q4	$436K	Hold	10,820	–	–	0.15%	48
2024 Q3	$440K	Hold	10,820	–	–	0.17%	42
2024 Q2	$411K	Hold	10,820	–	–	0.18%	41
2024 Q1	$416K	Buy	+10,820	New	+$393K	0.24%	39

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

Morling Financial Advisors's PRF Position: Q2 2026 in Review

Morling Financial Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 10,820 shares worth $585K. The position accounts for 0.16% of the portfolio, ranked #45.

Morling Financial Advisors first reported a position in PRF in Q1 2024 and has held it in 10 quarters since. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Morling Financial Advisors held 10,820 shares of Invesco FTSE RAFI US 1000 ETF worth $585K as of Q2 2026.
Morling Financial Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.16% of Morling Financial Advisors's portfolio in Q2 2026, its #45 holding.
Morling Financial Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2024 and has held it in 10 quarters since.
588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.