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SC&H Financial Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

SC&H Financial 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 		$781K Buy
14,453
+18
+0.1% +$937 0.1% 80
2026
Q1 		$686K Buy
14,435
+21
+0.1% +$1.02K 0.1% 80
2025
Q4 		$676K Buy
14,414
+20
+0.1% +$921 0.1% 84
2025
Q3 		$651K Buy
14,394
+23
+0.2% +$1K 0.11% 82
2025
Q2 		$607K Sell
14,371
-3,172
-18% -$127K 0.1% 85
2025
Q1 		$709K Sell
17,543
-2,545
-13% -$105K 0.14% 79
2024
Q4 		$810K Sell
20,088
-179
-0.9% -$7.4K 0.17% 73
2024
Q3 		$823K Buy
20,267
+54
+0.3% +$2.12K 0.18% 72
2024
Q2 		$767K Buy
20,213
+53
+0.3% +$2K 0.19% 72
2024
Q1 		$776K Buy
20,160
+49
+0.2% +$1.78K 0.2% 72
2023
Q4 		$708K Buy
20,111
+59
+0.3% +$1.93K 0.2% 70
2023
Q3 		$638K Buy
20,052
+57
+0.3% +$1.88K 0.21% 74
2023
Q2 		$654K Buy
19,995
+50
+0.3% +$1.58K 0.22% 78
2023
Q1 		$625K Sell
19,945
-195
-1% -$6.18K 0.23% 76
2022
Q4 		$625K Buy
20,140
+60
+0.3% +$1.85K 0.26% 75
2022
Q3 		$557K Buy
20,080
+25
+0.1% +$768 0.28% 71
2022
Q2 		$594K Buy
20,055
+565
+3% +$18.1K 0.28% 73
2022
Q1 		$666K Buy
+19,490
New +$659K 0.32% 65

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

SC&H Financial Advisors's PRF Position: Q2 2026 in Review

SC&H Financial Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.12% in Q2 2026, buying an estimated $937 and bringing the position to 14,453 shares worth $781K. The position accounts for 0.1% of the portfolio, ranked #80.

SC&H Financial Advisors first reported a position in PRF in Q1 2022 and has held it in 18 quarters since. The position peaked at $823K in Q3 2024. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • SC&H Financial Advisors held 14,453 shares of Invesco FTSE RAFI US 1000 ETF worth $781K as of Q2 2026.
  • SC&H Financial Advisors bought 18 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $937.
  • Invesco FTSE RAFI US 1000 ETF made up 0.1% of SC&H Financial Advisors's portfolio in Q2 2026, its #80 holding.
  • SC&H Financial Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2022 and has held it in 18 quarters since.
  • SC&H Financial Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $823K in Q3 2024.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.