Sightline Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Sightline Wealth 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	$502K	Buy	9,290 +30	+0.3%	+$1.56K	0.18%	57
2026 Q1	$440K	Buy	9,260 +36	+0.4%	+$1.75K	0.19%	57
2025 Q4	$433K	Buy	9,224 +37	+0.4%	+$1.7K	0.18%	63
2025 Q3	$415K	Buy	9,187 +39	+0.4%	+$1.7K	0.19%	63
2025 Q2	$387K	Buy	9,148 +38	+0.4%	+$1.52K	0.19%	62
2025 Q1	$368K	Buy	9,110 +42	+0.5%	+$1.73K	0.19%	60
2024 Q4	$366K	Buy	9,068 +44	+0.5%	+$1.82K	0.2%	58
2024 Q3	$367K	Buy	9,024 +41	+0.5%	+$1.61K	0.2%	57
2024 Q2	$341K	Buy	8,983 +41	+0.5%	+$1.55K	0.21%	59
2024 Q1	$344K	Buy	8,942 +38	+0.4%	+$1.38K	0.23%	58
2023 Q4	$313K	Buy	8,904 +45	+0.5%	+$1.48K	0.24%	56
2023 Q3	$282K	Buy	8,859 +84	+1%	+$2.77K	0.26%	54
2023 Q2	$275K	Hold	8,775	–	–	0.27%	45
2023 Q1	$275K	Buy	8,775 +45	+0.5%	+$1.43K	0.28%	45
2022 Q4	$271K	Buy	8,730 +45	+0.5%	+$1.39K	0.29%	46
2022 Q3	$248K	Buy	8,685 +95	+1%	+$2.92K	0.29%	43
2022 Q2	$253K	Buy	8,590 +35	+0.4%	+$1.12K	0.25%	44
2022 Q1	$292K	Buy	8,555 +40	+0.5%	+$1.35K	0.24%	45
2021 Q4	$294K	Buy	8,515 +40	+0.5%	+$1.34K	0.26%	38
2021 Q3	$268K	Buy	8,475 +25	+0.3%	+$808	0.22%	42
2021 Q2	$271K	Buy	8,450 +40	+0.5%	+$1.27K	0.22%	46
2021 Q1	$256K	Buy	8,410 +35	+0.4%	+$1K	0.24%	45
2020 Q4	$223K	Buy	+8,375	New	+$209K	0.22%	49

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

Sightline Wealth Advisors's PRF Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.32% in Q2 2026, buying an estimated $1.56K and bringing the position to 9,290 shares worth $502K. The position accounts for 0.18% of the portfolio, ranked #57.

Sightline Wealth Advisors first reported a position in PRF in Q4 2020 and has held it in 23 quarters since. 587 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Sightline Wealth Advisors held 9,290 shares of Invesco FTSE RAFI US 1000 ETF worth $502K as of Q2 2026.
Sightline Wealth Advisors bought 30 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $1.56K.
Invesco FTSE RAFI US 1000 ETF made up 0.18% of Sightline Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Sightline Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2020 and has held it in 23 quarters since.
587 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.