Sage Mountain Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Sage Mountain 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	$110K	Hold	2,020	–	–	0.01%	232
2026 Q2	$109K	Hold	2,020	–	–	0.01%	243
2026 Q1	$96K	Hold	2,020	–	–	0.01%	224
2025 Q4	$94.8K	Hold	2,020	–	–	0.01%	508
2025 Q3	$91.3K	Hold	2,020	–	–	0.01%	495
2025 Q2	$85.4K	Hold	2,020	–	–	0.01%	445
2025 Q1	$81.6K	Hold	2,020	–	–	0.01%	424
2024 Q4	$81.5K	Hold	2,020	–	–	0.01%	420
2024 Q3	$82.1K	Buy	2,020 +1,770	+708%	+$69.4K	0.01%	428
2024 Q2	$9.49K	Hold	250	–	–	﹤0.01%	411
2024 Q1	$9.6K	Hold	250	–	–	﹤0.01%	390
2023 Q4	$8.8K	Hold	250	–	–	﹤0.01%	337
2023 Q3	$7.96K	Hold	250	–	–	﹤0.01%	334
2023 Q2	$8.18K	Buy	+250	New	+$7.89K	﹤0.01%	326

Other funds holding PRF

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

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

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Sage Mountain Advisors's PRF Position: Q3 2026 in Review

Sage Mountain Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q3 2026 at 2,020 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #232.

Sage Mountain Advisors first reported a position in PRF in Q2 2023 and has held it in 14 quarters since. 418 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

Sage Mountain Advisors held 2,020 shares of Invesco FTSE RAFI US 1000 ETF worth $110K as of Q3 2026.
Sage Mountain Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q3 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q3 2026, its #232 holding.
Sage Mountain Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2023 and has held it in 14 quarters since.
418 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.