Root Financial Partners
PRF icon

Root Financial Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Root Financial Partners’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 		$632K Buy
11,613
+2,390
+26% +$132K 0.02% 190
2026
Q2 		$498K Buy
9,223
+225
+3% +$11.7K 0.02% 196
2026
Q1 		$428K Hold
8,998
– – 0.02% 191
2025
Q4 		$422K Buy
8,998
+1,500
+20% +$69.1K 0.02% 184
2025
Q3 		$339K Buy
+7,498
New +$328K 0.02% 197

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Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Pinnacle Financial Group
Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Charter Capital Management
Charter Capital Management Brookfield, Wisconsin $220M AUM 15.63% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Root Financial Partners's PRF Position: Q3 2026 in Review

Root Financial Partners increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 26% in Q3 2026, buying an estimated $132K and bringing the position to 11,613 shares worth $632K. The position accounts for 0.02% of the portfolio, ranked #190.

Root Financial Partners first reported a position in PRF in Q3 2025 and has held it in 5 quarters since. 259 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

  • Root Financial Partners held 11,613 shares of Invesco FTSE RAFI US 1000 ETF worth $632K as of Q3 2026.
  • Root Financial Partners bought 2,390 Invesco FTSE RAFI US 1000 ETF shares in Q3 2026, an estimated $132K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #190 holding.
  • Root Financial Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2025 and has held it in 5 quarters since.
  • 259 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.