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Opal Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Opal Wealth 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 		– Sell
-826
Closed -$39.3K – 485
2026
Q1 		$39.3K Buy
+826
New +$40.1K 0.01% 451
2025
Q3 		– Sell
-826
Closed -$34.9K – 458
2025
Q2 		$34.9K Hold
826
– – 0.01% 444
2025
Q1 		$33.4K Buy
+826
New +$34.1K 0.01% 423

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
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

Opal Wealth Advisors's PRF Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026, closing a stake of 826 shares — an estimated $39.3K sold.

Opal Wealth Advisors first reported a position in PRF in Q1 2025 and held it in 3 quarters. The position peaked at $39.3K in Q1 2026. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 826 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $39.3K.
  • Opal Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2025 and held it in 3 quarters.
  • Opal Wealth Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $39.3K in Q1 2026.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.