Robinson Smith Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Robinson Smith Wealth 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 Q2	$408K	Sell	7,548 -295	-4%	-$15.4K	0.24%	64
2026 Q1	$373K	Hold	7,843	–	–	0.25%	57
2025 Q4	$368K	Hold	7,843	–	–	0.25%	57
2025 Q3	$355K	Sell	7,843 -6,225	-44%	-$272K	0.25%	58
2025 Q2	$595K	Buy	14,068 +1,875	+15%	+$74.9K	0.48%	42
2025 Q1	$493K	Hold	12,193	–	–	0.41%	49
2024 Q4	$492K	Hold	12,193	–	–	0.42%	47
2024 Q3	$495K	Hold	12,193	–	–	0.42%	51
2024 Q2	$463K	Hold	12,193	–	–	0.41%	50
2024 Q1	$469K	Hold	12,193	–	–	0.45%	49
2023 Q4	$429K	Buy	+12,193	New	+$400K	0.42%	49

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

Robinson Smith Wealth Advisors's PRF Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 3.8% in Q2 2026, selling an estimated $15.4K and leaving 7,548 shares worth $408K. The position accounts for 0.24% of the portfolio, ranked #64.

Robinson Smith Wealth Advisors first reported a position in PRF in Q4 2023 and has held it in 11 quarters since. The position peaked at $595K in Q2 2025. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Robinson Smith Wealth Advisors held 7,548 shares of Invesco FTSE RAFI US 1000 ETF worth $408K as of Q2 2026.
Robinson Smith Wealth Advisors sold 295 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $15.4K.
Invesco FTSE RAFI US 1000 ETF made up 0.24% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Robinson Smith Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $595K in Q2 2025.
588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.