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Resonant Capital Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Resonant Capital Advisors’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 		$8.09M Buy
170,207
+4,075
+2% +$198K 0.42% 48
2025
Q4 		$7.79M Sell
166,132
-322
-0.2% -$14.8K 0.43% 47
2025
Q3 		$7.53M Sell
166,454
-10,410
-6% -$455K 0.44% 47
2025
Q2 		$7.48M Sell
176,864
-9,357
-5% -$374K 0.48% 47
2025
Q1 		$7.53M Hold
186,221
– – 0.52% 40
2024
Q4 		$7.51M Sell
186,221
-2,468
-1% -$102K 0.55% 41
2024
Q3 		$7.67M Sell
188,689
-523
-0.3% -$20.5K 0.56% 40
2024
Q2 		$7.18M Sell
189,212
-184
-0.1% -$6.94K 0.58% 40
2024
Q1 		$7.29M Sell
189,396
-1,038
-0.5% -$37.7K 0.62% 36
2023
Q4 		$6.7M Sell
190,434
-31
-0% -$1.02K 0.65% 36
2023
Q3 		$6.06M Sell
190,465
-50
-0% -$1.65K 0.65% 36
2023
Q2 		$6.24M Sell
190,515
-950
-0.5% -$30K 0.68% 36
2023
Q1 		$6M Sell
191,465
-35
-0% -$1.11K 0.68% 37
2022
Q4 		$5.94M Hold
191,500
– – 0.74% 34
2022
Q3 		$5.32M Buy
191,500
+665
+0.3% +$20.4K 0.81% 29
2022
Q2 		$5.66M Hold
190,835
– – 0.88% 23
2022
Q1 		$6.54M Buy
190,835
+865
+0.5% +$29.3K 0.97% 21
2021
Q4 		$6.52M Hold
189,970
– – 0.98% 21
2021
Q3 		$6.02M Buy
189,970
+53,475
+39% +$1.73M 1.05% 18
2021
Q2 		$4.38M Sell
136,495
-330
-0.2% -$10.5K 0.85% 22
2021
Q1 		$4.15M Buy
136,825
+100
+0.1% +$2.87K 0.85% 21
2020
Q4 		$3.64M Sell
136,725
-5,320
-4% -$132K 0.86% 20
2020
Q3 		$3.23M Buy
+142,045
New +$3.25M 0.92% 20
2020
Q2 		– Sell
-340,695
Closed -$6.3M – 188
2020
Q1 		$6.3M Buy
+340,695
New +$7.91M 2.3% 10

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

Resonant Capital Advisors's PRF Position: Q1 2026 in Review

Resonant Capital Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 2.5% in Q1 2026, buying an estimated $198K and bringing the position to 170,207 shares worth $8.09M. The position accounts for 0.42% of the portfolio, ranked #48.

Resonant Capital Advisors first reported a position in PRF in Q1 2020 and has held it in 24 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Resonant Capital Advisors held 170,207 shares of Invesco FTSE RAFI US 1000 ETF worth $8.09M as of Q1 2026.
  • Resonant Capital Advisors bought 4,075 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $198K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.42% of Resonant Capital Advisors's portfolio in Q1 2026, its #48 holding.
  • Resonant Capital Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2020 and has held it in 24 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.