Next Level Wealth Planning’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Next Level Wealth Planning’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 Q3	$5.44K	Buy	+100	New	+$5.53K	﹤0.01%	377

Other funds holding PRF

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Next Level Wealth Planning's PRF Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2026: 100 shares worth $5.44K. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings.

357 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

Next Level Wealth Planning held 100 shares of Invesco FTSE RAFI US 1000 ETF worth $5.44K as of Q3 2026.
Invesco FTSE RAFI US 1000 ETF was a new Next Level Wealth Planning position in Q3 2026.
Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #377 holding.
357 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.