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 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 $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robinson Smith Wealth Advisors's PRF Position: Q1 2026 in Review

Robinson Smith Wealth Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2026 at 7,843 shares worth $373K. The position accounts for 0.25% of the portfolio, ranked #57.

Robinson Smith Wealth Advisors first reported a position in PRF in Q4 2023 and has held it in 10 quarters since. The position peaked at $595K in Q2 2025. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

Robinson Smith Wealth Advisors held 7,843 shares of Invesco FTSE RAFI US 1000 ETF worth $373K as of Q1 2026.
Robinson Smith Wealth Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.25% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #57 holding.
Robinson Smith Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $595K in Q2 2025.
559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.