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

SOA 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	$415K	Buy	7,689 +25	+0.3%	+$1.3K	0.07%	142
2026 Q1	$364K	Buy	7,664 +30	+0.4%	+$1.46K	0.07%	143
2025 Q4	$358K	Buy	7,634 +30	+0.4%	+$1.38K	0.06%	150
2025 Q3	$344K	Buy	7,604 +33	+0.4%	+$1.44K	0.06%	153
2025 Q2	$320K	Buy	7,571 +31	+0.4%	+$1.24K	0.06%	156
2025 Q1	$305K	Buy	7,540 +35	+0.5%	+$1.44K	0.06%	150
2024 Q4	$303K	Buy	7,505 +37	+0.5%	+$1.53K	0.06%	149
2024 Q3	$303K	Buy	7,468 +34	+0.5%	+$1.33K	0.06%	146
2024 Q2	$282K	Buy	7,434 +34	+0.5%	+$1.28K	0.06%	144
2024 Q1	$285K	Buy	7,400 +31	+0.4%	+$1.13K	0.06%	148
2023 Q4	$259K	Buy	7,369 +38	+0.5%	+$1.25K	0.06%	149
2023 Q3	$233K	Buy	7,331 +36	+0.5%	+$1.19K	0.06%	149
2023 Q2	$239K	Buy	7,295 +30	+0.4%	+$947	0.06%	147
2023 Q1	$228K	Buy	7,265 +15	+0.2%	+$475	0.06%	142
2022 Q4	$225K	Buy	7,250 +40	+0.6%	+$1.23K	0.06%	141
2022 Q3	$200K	Buy	7,210 +75	+1%	+$2.31K	0.06%	144
2022 Q2	$211K	Buy	7,135 +750	+12%	+$24.1K	0.06%	137
2022 Q1	$218K	Buy	+6,385	New	+$216K	0.05%	151

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

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

SOA Wealth Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.33% in Q2 2026, buying an estimated $1.3K and bringing the position to 7,689 shares worth $415K. The position accounts for 0.07% of the portfolio, ranked #142.

SOA Wealth Advisors first reported a position in PRF in Q1 2022 and has held it in 18 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

SOA Wealth Advisors held 7,689 shares of Invesco FTSE RAFI US 1000 ETF worth $415K as of Q2 2026.
SOA Wealth Advisors bought 25 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $1.3K.
Invesco FTSE RAFI US 1000 ETF made up 0.07% of SOA Wealth Advisors's portfolio in Q2 2026, its #142 holding.
SOA Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2022 and has held it in 18 quarters since.
586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.