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Pinnacle Wealth Planning Services’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Pinnacle Wealth Planning Services’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 		$332K Hold
6,988
– – 0.03% 307
2025
Q4 		$328K Hold
6,988
– – 0.03% 296
2025
Q3 		$316K Hold
6,988
– – 0.04% 301
2025
Q2 		$295K Buy
+6,988
New +$279K 0.04% 301

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's PRF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2026 at 6,988 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #307.

Pinnacle Wealth Planning Services first reported a position in PRF in Q2 2025 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,988 shares of Invesco FTSE RAFI US 1000 ETF worth $332K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #307 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.