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

Sandbox 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
Q1 		$493K Sell
10,379
-20
-0.2% -$972 0.14% 73
2025
Q4 		$488K Buy
10,399
+22
+0.2% +$1.01K 0.14% 72
2025
Q3 		$469K Buy
10,377
+25
+0.2% +$1.09K 0.13% 75
2025
Q2 		$438K Buy
10,352
+23
+0.2% +$919 0.14% 74
2025
Q1 		$417K Sell
10,329
-2,142
-17% -$88.4K 0.15% 70
2024
Q4 		$503K Buy
12,471
+38
+0.3% +$1.57K 0.17% 64
2024
Q3 		$505K Buy
12,433
+35
+0.3% +$1.37K 0.18% 64
2024
Q2 		$471K Buy
12,398
+35
+0.3% +$1.32K 0.18% 66
2024
Q1 		$476K Buy
12,363
+32
+0.3% +$1.16K 0.2% 62
2023
Q4 		$434K Buy
12,331
+39
+0.3% +$1.28K 0.2% 60
2023
Q3 		$391K Buy
12,292
+37
+0.3% +$1.22K 0.21% 64
2023
Q2 		$401K Buy
12,255
+835
+7% +$26.4K 0.21% 61
2023
Q1 		$358K Buy
11,420
+1,700
+17% +$53.9K 0.22% 63
2022
Q4 		$302K Buy
9,720
+25
+0.3% +$769 0.21% 57
2022
Q3 		$269K Buy
9,695
+55
+0.6% +$1.69K 0.2% 63
2022
Q2 		$286K Sell
9,640
-705
-7% -$22.6K 0.2% 64
2022
Q1 		$354K Buy
10,345
+45
+0.4% +$1.52K 0.2% 57
2021
Q4 		$354K Buy
10,300
+45
+0.4% +$1.5K 0.22% 56
2021
Q3 		$325K Buy
+10,255
New +$331K 0.23% 60

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sandbox Financial Partners's PRF Position: Q1 2026 in Review

Sandbox Financial Partners reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.19% in Q1 2026, selling an estimated $972 and leaving 10,379 shares worth $493K. The position accounts for 0.14% of the portfolio, ranked #73.

Sandbox Financial Partners first reported a position in PRF in Q3 2021 and has held it in 19 quarters since. The position peaked at $505K in Q3 2024. 562 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Sandbox Financial Partners held 10,379 shares of Invesco FTSE RAFI US 1000 ETF worth $493K as of Q1 2026.
  • Sandbox Financial Partners sold 20 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $972.
  • Invesco FTSE RAFI US 1000 ETF made up 0.14% of Sandbox Financial Partners's portfolio in Q1 2026, its #73 holding.
  • Sandbox Financial Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2021 and has held it in 19 quarters since.
  • Sandbox Financial Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $505K in Q3 2024.
  • 562 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.