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 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	$9.62K	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Sage Mountain Advisors's PRF Position: Q2 2026 in Review

Sage Mountain Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 2,020 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #243.

Sage Mountain Advisors first reported a position in PRF in Q2 2023 and has held it in 13 quarters since. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Sage Mountain Advisors held 2,020 shares of Invesco FTSE RAFI US 1000 ETF worth $109K as of Q2 2026.
Sage Mountain Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #243 holding.
Sage Mountain Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2023 and has held it in 13 quarters since.
588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.