P
PRF icon

&Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

&Partners’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 		$716K Buy
13,258
+426
+3% +$22.2K ﹤0.01% 1620
2026
Q1 		$609K Buy
12,832
+1,779
+16% +$86.5K ﹤0.01% 1589
2025
Q4 		$519K Buy
11,053
+412
+4% +$19K ﹤0.01% 1594
2025
Q3 		$481K Sell
10,641
-2,456
-19% -$107K ﹤0.01% 1467
2025
Q2 		$554K Buy
13,097
+2,754
+27% +$110K ﹤0.01% 1306
2025
Q1 		$414K Buy
+10,343
New +$427K ﹤0.01% 1227

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

&Partners's PRF Position: Q2 2026 in Review

&Partners increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 3.3% in Q2 2026, buying an estimated $22.2K and bringing the position to 13,258 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

&Partners first reported a position in PRF in Q1 2025 and has held it in 6 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • &Partners held 13,258 shares of Invesco FTSE RAFI US 1000 ETF worth $716K as of Q2 2026.
  • &Partners bought 426 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $22.2K.
  • Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1620 holding.
  • &Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.