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 Q3	$411K	Hold	7,548	–	–	0.25%	63
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

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

Robinson Smith Wealth Advisors's PRF Position: Q3 2026 in Review

Robinson Smith Wealth Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q3 2026 at 7,548 shares worth $411K. The position accounts for 0.25% of the portfolio, ranked #63.

Robinson Smith Wealth Advisors first reported a position in PRF in Q4 2023 and has held it in 12 quarters since. The position peaked at $595K in Q2 2025. 168 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

Robinson Smith Wealth Advisors held 7,548 shares of Invesco FTSE RAFI US 1000 ETF worth $411K as of Q3 2026.
Robinson Smith Wealth Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q3 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.25% of Robinson Smith Wealth Advisors's portfolio in Q3 2026, its #63 holding.
Robinson Smith Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and has held it in 12 quarters since.
Robinson Smith Wealth Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $595K in Q2 2025.
168 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.