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Retirement Planning Group (Kansas)’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Retirement Planning Group (Kansas)’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 		– Sell
-4,356
Closed -$204K – 498
2025
Q4 		$204K Sell
4,356
-219
-5% -$10.1K 0.01% 407
2025
Q3 		$207K Buy
+4,575
New +$200K 0.01% 395
2024
Q4 		– Sell
-6,861
Closed -$279K – 284
2024
Q3 		$279K Sell
6,861
-1,389
-17% -$54.5K 0.02% 235
2024
Q2 		$313K Hold
8,250
– – 0.02% 192
2024
Q1 		$317K Hold
8,250
– – 0.02% 171
2023
Q4 		$290K Sell
8,250
-855
-9% -$28K 0.03% 141
2023
Q3 		$290K Hold
9,105
– – 0.03% 125
2023
Q2 		$298K Sell
9,105
-2,760
-23% -$87.1K 0.03% 130
2023
Q1 		$372K Buy
+11,865
New +$376K 0.04% 107
2020
Q1 		– Sell
-11,145
Closed -$282K – 68
2019
Q4 		$282K Buy
11,145
+1,055
+10% +$25.7K 0.06% 60
2019
Q3 		$238K Sell
10,090
-6,540
-39% -$152K 0.05% 65
2019
Q2 		$388K Buy
16,630
+1,295
+8% +$29.8K 0.09% 44
2019
Q1 		$348K Buy
+15,335
New +$338K 0.08% 49

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Retirement Planning Group (Kansas)'s PRF Position: Q1 2026 in Review

Retirement Planning Group (Kansas) sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2026, closing a stake of 4,356 shares — an estimated $204K sold.

Retirement Planning Group (Kansas) first reported a position in PRF in Q1 2019 and held it in 13 quarters. The position peaked at $388K in Q2 2019. 562 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Retirement Planning Group (Kansas) reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 4,356 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $204K.
  • Retirement Planning Group (Kansas) first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2019 and held it in 13 quarters.
  • Retirement Planning Group (Kansas)'s Invesco FTSE RAFI US 1000 ETF position peaked at $388K in Q2 2019.
  • 562 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.