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

Precedent Wealth 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 		$5.18M Sell
95,877
-4,260
-4% -$222K 0.86% 28
2026
Q1 		$4.76M Buy
100,137
+9,004
+10% +$438K 0.95% 26
2025
Q4 		$4.28M Sell
91,133
-2,995
-3% -$138K 0.9% 27
2025
Q3 		$4.26M Sell
94,128
-5,786
-6% -$253K 0.94% 26
2025
Q2 		$4.22M Sell
99,914
-3,903
-4% -$156K 1.03% 23
2025
Q1 		$4.2M Sell
103,817
-188
-0.2% -$7.76K 1.16% 22
2024
Q4 		$4.2M Sell
104,005
-5,749
-5% -$238K 1.37% 19
2024
Q3 		$4.46M Sell
109,754
-12,371
-10% -$485K 1.47% 16
2024
Q2 		$4.63M Buy
122,125
+7,186
+6% +$271K 1.87% 12
2024
Q1 		$4.42M Sell
114,939
-23,024
-17% -$836K 1.9% 12
2023
Q4 		$4.86M Buy
+137,963
New +$4.52M 2.47% 9

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

Precedent Wealth Partners's PRF Position: Q2 2026 in Review

Precedent Wealth Partners reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 4.3% in Q2 2026, selling an estimated $222K and leaving 95,877 shares worth $5.18M. The position accounts for 0.86% of the portfolio, ranked #28.

Precedent Wealth Partners first reported a position in PRF in Q4 2023 and has held it in 11 quarters since. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Precedent Wealth Partners held 95,877 shares of Invesco FTSE RAFI US 1000 ETF worth $5.18M as of Q2 2026.
  • Precedent Wealth Partners sold 4,260 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $222K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.86% of Precedent Wealth Partners's portfolio in Q2 2026, its #28 holding.
  • Precedent Wealth Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.