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SageView Advisory Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

SageView Advisory Group’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 		$361K Buy
6,689
+7
+0.1% +$364 0.01% 440
2026
Q1 		$318K Sell
6,682
-9,080
-58% -$441K 0.01% 456
2025
Q4 		$740K Sell
15,762
-426
-3% -$19.6K 0.03% 296
2025
Q3 		$732K Sell
16,188
-851
-5% -$37.2K 0.03% 311
2025
Q2 		$735K Sell
17,039
-839
-5% -$33.5K 0.03% 289
2025
Q1 		$722K Sell
17,878
-1,736
-9% -$71.6K 0.03% 273
2024
Q4 		$791K Buy
19,614
+2,659
+16% +$110K 0.03% 256
2024
Q3 		$689K Sell
16,955
-6,316
-27% -$248K 0.04% 249
2024
Q2 		$883K Buy
+23,271
New +$877K 0.04% 241
2024
Q1 		– Sell
-91,424
Closed -$3.29M – 733
2023
Q4 		$3.29M Buy
91,424
+44,348
+94% +$1.45M 0.14% 93
2023
Q3 		$1.5M Sell
47,076
-16,984
-27% -$561K 0.09% 142
2023
Q2 		$2.1M Buy
64,060
+21,010
+49% +$663K 0.12% 113
2023
Q1 		$1.35M Sell
43,050
-3,585
-8% -$114K 0.09% 161
2022
Q4 		$1.45M Buy
+46,635
New +$1.44M 0.12% 123

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
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

SageView Advisory Group's PRF Position: Q2 2026 in Review

SageView Advisory Group increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.1% in Q2 2026, buying an estimated $364 and bringing the position to 6,689 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #440.

SageView Advisory Group first reported a position in PRF in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.29M in Q4 2023. 589 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • SageView Advisory Group held 6,689 shares of Invesco FTSE RAFI US 1000 ETF worth $361K as of Q2 2026.
  • SageView Advisory Group bought 7 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $364.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #440 holding.
  • SageView Advisory Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's Invesco FTSE RAFI US 1000 ETF position peaked at $3.29M in Q4 2023.
  • 589 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.