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Plancorp LLC’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Plancorp LLC’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 		$499K Hold
9,168
– – 0.01% 257
2026
Q1 		$451K Hold
9,168
– – 0.01% 243
2025
Q4 		$430K Hold
9,168
– – 0.01% 237
2025
Q3 		$414K Buy
9,168
+565
+7% +$24.7K 0.01% 247
2025
Q2 		$364K Sell
8,603
-2
-0% -$80 0.01% 266
2025
Q1 		$348K Buy
+8,605
New +$355K 0.01% 257
2022
Q3 		– Sell
-6,840
Closed -$203K – 243
2022
Q2 		$203K Hold
6,840
– – 0.01% 229
2022
Q1 		$234K Buy
+6,840
New +$231K 0.02% 224

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

Plancorp LLC's PRF Position: Q2 2026 in Review

Plancorp LLC held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 9,168 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #257.

Plancorp LLC first reported a position in PRF in Q1 2022 and has held it in 8 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Plancorp LLC held 9,168 shares of Invesco FTSE RAFI US 1000 ETF worth $499K as of Q2 2026.
  • Plancorp LLC left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #257 holding.
  • Plancorp LLC first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2022 and has held it in 8 quarters since.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.