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Sandy Cove Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Sandy Cove 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 		$255K Hold
4,715
– – 0.06% 134
2026
Q1 		$224K Hold
4,715
– – 0.07% 133
2025
Q4 		$221K Hold
4,715
– – 0.07% 130
2025
Q3 		$213K Buy
+4,715
New +$206K 0.07% 132
2022
Q2 		– Sell
-4,715
Closed -$161K – 306
2022
Q1 		$161K Hold
4,715
– – 0.13% 97
2021
Q4 		$162K Buy
+4,715
New +$158K 0.14% 90

Other funds holding PRF

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Sandy Cove Advisors's PRF Position: Q2 2026 in Review

Sandy Cove Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 4,715 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #134.

Sandy Cove Advisors first reported a position in PRF in Q4 2021 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Sandy Cove Advisors held 4,715 shares of Invesco FTSE RAFI US 1000 ETF worth $255K as of Q2 2026.
  • Sandy Cove Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.06% of Sandy Cove Advisors's portfolio in Q2 2026, its #134 holding.
  • Sandy Cove Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2021 and has held it in 6 quarters since.
  • 121 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.