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AFFINITY WEALTH LLC’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

AFFINITY WEALTH LLC’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 		– Sell
-34
Closed -$1.59K – 56
2025
Q4 		$1.59K Hold
34
– – ﹤0.01% 56
2025
Q3 		$1.54K Sell
34
-342
-91% -$14.9K ﹤0.01% 43
2025
Q2 		$15.9K Buy
+376
New +$15K 0.01% 28

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 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AFFINITY WEALTH LLC's PRF Position: Q1 2026 in Review

AFFINITY WEALTH LLC sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2026, closing a stake of 34 shares — an estimated $1.59K sold.

AFFINITY WEALTH LLC first reported a position in PRF in Q2 2025 and held it in 3 quarters. The position peaked at $15.9K in Q2 2025. 563 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • AFFINITY WEALTH LLC reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • AFFINITY WEALTH LLC sold 34 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $1.59K.
  • AFFINITY WEALTH LLC first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2025 and held it in 3 quarters.
  • AFFINITY WEALTH LLC's Invesco FTSE RAFI US 1000 ETF position peaked at $15.9K in Q2 2025.
  • 563 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on AFFINITY WEALTH LLC's 13F filing for Q1 2026, filed 26 Aug 2026.