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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
Q2 		$1.88M Buy
34,739
+22,329
+180% +$1.16M 0.03% 425
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 $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 22.9% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
Wells Fargo
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

Mount Yale Investment Advisors's PRF Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 180% in Q2 2026, buying an estimated $1.16M and bringing the position to 34,739 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #425.

Mount Yale Investment Advisors first reported a position in PRF in Q2 2025 and has held it in 4 quarters since. 589 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Mount Yale Investment Advisors held 34,739 shares of Invesco FTSE RAFI US 1000 ETF worth $1.88M as of Q2 2026.
  • Mount Yale Investment Advisors bought 22,329 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $1.16M.
  • Invesco FTSE RAFI US 1000 ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #425 holding.
  • Mount Yale Investment Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 589 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.