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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
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
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

Morling Financial Advisors's PRF Position: Q1 2026 in Review

Morling Financial Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2026 at 10,820 shares worth $514K. The position accounts for 0.16% of the portfolio, ranked #43.

Morling Financial Advisors first reported a position in PRF in Q1 2024 and has held it in 9 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Morling Financial Advisors held 10,820 shares of Invesco FTSE RAFI US 1000 ETF worth $514K as of Q1 2026.
  • Morling Financial Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.16% of Morling Financial Advisors's portfolio in Q1 2026, its #43 holding.
  • Morling Financial Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2024 and has held it in 9 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.