PKS Advisory Services’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

PKS Advisory 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 Q2	$257K	Buy	+4,752	New	+$247K	0.04%	309
2026 Q1	–	Sell	-6,035	Closed	-$283K	–	257
2025 Q4	$283K	Hold	6,035	–	–	0.06%	208
2025 Q3	$273K	Sell	6,035 -140	-2%	-$6.12K	0.06%	204
2025 Q2	$261K	Sell	6,175 -66	-1%	-$2.64K	0.06%	219
2025 Q1	$252K	Buy	6,241 +66	+1%	+$2.72K	0.07%	210
2024 Q4	$249K	Buy	+6,175	New	+$255K	0.06%	207

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

PKS Advisory Services's PRF Position: Q2 2026 in Review

PKS Advisory Services opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026: 4,752 shares worth $257K. The stake represents 0.04% of the portfolio and ranks #309 among its holdings. This is a return to the name: PKS Advisory Services previously reported a position in PRF as recently as Q4 2025.

PKS Advisory Services first reported a position in PRF in Q4 2024 and has held it in 6 quarters since. The position peaked at $283K in Q4 2025. 589 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

PKS Advisory Services held 4,752 shares of Invesco FTSE RAFI US 1000 ETF worth $257K as of Q2 2026.
Invesco FTSE RAFI US 1000 ETF was a new PKS Advisory Services position in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.04% of PKS Advisory Services's portfolio in Q2 2026, its #309 holding.
PKS Advisory Services first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's Invesco FTSE RAFI US 1000 ETF position peaked at $283K in Q4 2025.
589 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.