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RMG Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

RMG Wealth Management’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 		$135K Buy
+2,573
New +$125K 0.02% 92
2025
Q4 		– Sell
-2,573
Closed -$117K – 474
2025
Q3 		$117K Hold
2,573
– – 0.02% 79
2025
Q2 		$110K Buy
+2,573
New +$103K 0.02% 81

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

RMG Wealth Management's PRF Position: Q1 2026 in Review

RMG Wealth Management opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2026: 2,573 shares worth $135K. The stake represents 0.02% of the portfolio and ranks #92 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in PRF as recently as Q3 2025.

RMG Wealth Management first reported a position in PRF in Q2 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • RMG Wealth Management held 2,573 shares of Invesco FTSE RAFI US 1000 ETF worth $135K as of Q1 2026.
  • Invesco FTSE RAFI US 1000 ETF was a new RMG Wealth Management position in Q1 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.02% of RMG Wealth Management's portfolio in Q1 2026, its #92 holding.
  • RMG Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.