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Spire Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Spire Wealth 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 		$517K Sell
9,564
-93
-1% -$4.84K 0.02% 543
2026
Q1 		$459K Buy
9,657
+158
+2% +$7.68K 0.02% 565
2025
Q4 		$446K Buy
9,499
+9
+0.1% +$414 0.01% 568
2025
Q3 		$429K Buy
9,490
+9
+0.1% +$393 0.01% 569
2025
Q2 		$401K Sell
9,481
-3,061
-24% -$122K 0.01% 560
2025
Q1 		$507K Sell
12,542
-1,035
-8% -$42.7K 0.02% 556
2024
Q4 		$548K Sell
13,577
-332
-2% -$13.7K 0.02% 528
2024
Q3 		$565K Sell
13,909
-2,309
-14% -$90.5K 0.02% 491
2024
Q2 		$615K Buy
16,218
+16
+0.1% +$603 0.02% 444
2024
Q1 		$623K Sell
16,202
-445
-3% -$16.2K 0.01% 466
2023
Q4 		$585K Buy
16,647
+1,044
+7% +$34.2K 0.02% 482
2023
Q3 		$497K Buy
15,603
+18
+0.1% +$594 0.02% 475
2023
Q2 		$510K Sell
15,585
-305
-2% -$9.63K 0.02% 483
2023
Q1 		$498K Buy
15,890
+12,020
+311% +$381K 0.02% 492
2022
Q4 		$120K Buy
3,870
+20
+0.5% +$615 0.01% 693
2022
Q3 		$107K Sell
3,850
-12,170
-76% -$374K 0.01% 691
2022
Q2 		$475K Sell
16,020
-3,580
-18% -$115K 0.02% 491
2022
Q1 		$670K Sell
19,600
-265
-1% -$8.96K 0.02% 489
2021
Q4 		$682K Sell
19,865
-4,790
-19% -$160K 0.02% 598
2021
Q3 		$781K Buy
24,655
+265
+1% +$8.56K 0.02% 469
2021
Q2 		$782K Sell
24,390
-150
-0.6% -$4.78K 0.02% 489
2021
Q1 		$744K Buy
+24,540
New +$705K 0.02% 539

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

Spire Wealth Management's PRF Position: Q2 2026 in Review

Spire Wealth Management reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.96% in Q2 2026, selling an estimated $4.84K and leaving 9,564 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #543.

Spire Wealth Management first reported a position in PRF in Q1 2021 and has held it in 22 quarters since. The position peaked at $782K in Q2 2021. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Spire Wealth Management held 9,564 shares of Invesco FTSE RAFI US 1000 ETF worth $517K as of Q2 2026.
  • Spire Wealth Management sold 93 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $4.84K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Spire Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $782K in Q2 2021.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.