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

RVW Wealth’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	$270K	Sell	4,956 -642	-11%	-$35.5K	0.02%	159
2026 Q2	$302K	Hold	5,598	–	–	0.02%	149
2026 Q1	$266K	Hold	5,598	–	–	0.02%	152
2025 Q4	$263K	Hold	5,598	–	–	0.02%	154
2025 Q3	$253K	Buy	5,598 +642	+13%	+$28K	0.02%	154
2025 Q2	$209K	Buy	+4,956	New	+$198K	0.02%	165
2023 Q4	–	Sell	-4,965	Closed	-$158K	–	311
2023 Q3	$158K	Buy	+4,965	New	+$164K	0.02%	150

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

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

HWA

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

MHWM

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

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

RVW Wealth's PRF Position: Q3 2026 in Review

RVW Wealth reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 11% in Q3 2026, selling an estimated $35.5K and leaving 4,956 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #159.

RVW Wealth first reported a position in PRF in Q3 2023 and has held it in 7 quarters since. The position peaked at $302K in Q2 2026. 109 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

RVW Wealth held 4,956 shares of Invesco FTSE RAFI US 1000 ETF worth $270K as of Q3 2026.
RVW Wealth sold 642 Invesco FTSE RAFI US 1000 ETF shares in Q3 2026, an estimated $35.5K.
Invesco FTSE RAFI US 1000 ETF made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #159 holding.
RVW Wealth first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2023 and has held it in 7 quarters since.
RVW Wealth's Invesco FTSE RAFI US 1000 ETF position peaked at $302K in Q2 2026.
109 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.