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Mount Yale Investment Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Mount Yale 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 		$590K Sell
12,410
-1,177
-9% -$57.2K 0.01% 669
2025
Q4 		$638K Buy
+13,587
New +$626K 0.03% 401
2025
Q3 		– Sell
-21,988
Closed -$929K – 1367
2025
Q2 		$929K Buy
+21,988
New +$878K 0.07% 221

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 $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's PRF Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 8.7% in Q1 2026, selling an estimated $57.2K and leaving 12,410 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #669.

Mount Yale Investment Advisors first reported a position in PRF in Q2 2025 and has held it in 3 quarters since. The position peaked at $929K in Q2 2025. 560 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Mount Yale Investment Advisors held 12,410 shares of Invesco FTSE RAFI US 1000 ETF worth $590K as of Q1 2026.
  • Mount Yale Investment Advisors sold 1,177 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $57.2K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #669 holding.
  • Mount Yale Investment Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $929K in Q2 2025.
  • 560 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.