Principia Wealth Advisory’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Principia Wealth Advisory’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	$516K	Sell	9,559 -14	-0.1%	-$729	0.26%	49
2026 Q1	$455K	Sell	9,573 -358	-4%	-$17.4K	0.26%	48
2025 Q4	$466K	Sell	9,931 -280	-3%	-$12.9K	0.29%	46
2025 Q3	$462K	Hold	10,211	–	–	0.32%	43
2025 Q2	$432K	Hold	10,211	–	–	0.37%	31
2025 Q1	$393K	Hold	10,211	–	–	0.38%	26
2024 Q4	$412K	Buy	+10,211	New	+$422K	0.39%	27

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 22.96% 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

Principia Wealth Advisory's PRF Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.15% in Q2 2026, selling an estimated $729 and leaving 9,559 shares worth $516K. The position accounts for 0.26% of the portfolio, ranked #49.

Principia Wealth Advisory first reported a position in PRF in Q4 2024 and has held it in 7 quarters since. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Principia Wealth Advisory held 9,559 shares of Invesco FTSE RAFI US 1000 ETF worth $516K as of Q2 2026.
Principia Wealth Advisory sold 14 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $729.
Invesco FTSE RAFI US 1000 ETF made up 0.26% of Principia Wealth Advisory's portfolio in Q2 2026, its #49 holding.
Principia Wealth Advisory first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2024 and has held it in 7 quarters since.
588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.