Sims Investment Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Sims Investment Management’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	$203K	Buy	+4,013	New	+$209K	0.06%	39

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

Sims Investment Management's PRF Position: Q2 2026 in Review

Sims Investment Management opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026: 4,013 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #39 among its holdings.

586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Sims Investment Management held 4,013 shares of Invesco FTSE RAFI US 1000 ETF worth $203K as of Q2 2026.
Invesco FTSE RAFI US 1000 ETF was a new Sims Investment Management position in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.06% of Sims Investment Management's portfolio in Q2 2026, its #39 holding.
586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.