SHF
PRF icon

Stage Harbor Financial’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Stage Harbor Financial’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
Q1 		$563K Hold
11,846
– – 0.37% 31
2025
Q4 		$556K Hold
11,846
– – 0.37% 32
2025
Q3 		$536K Hold
11,846
– – 0.39% 31
2025
Q2 		$501K Hold
11,846
– – 0.41% 30
2025
Q1 		$479K Hold
11,846
– – 0.41% 34
2024
Q4 		$478K Hold
11,846
– – 0.42% 33
2024
Q3 		$484K Hold
11,846
– – 0.44% 26
2024
Q2 		$450K Hold
11,846
– – 0.43% 28
2024
Q1 		$456K Hold
11,846
– – 0.41% 28
2023
Q4 		$417K Buy
+11,846
New +$388K 0.4% 28

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stage Harbor Financial's PRF Position: Q1 2026 in Review

Stage Harbor Financial held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2026 at 11,846 shares worth $563K. The position accounts for 0.37% of the portfolio, ranked #31.

Stage Harbor Financial first reported a position in PRF in Q4 2023 and has held it in 10 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Stage Harbor Financial held 11,846 shares of Invesco FTSE RAFI US 1000 ETF worth $563K as of Q1 2026.
  • Stage Harbor Financial left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.37% of Stage Harbor Financial's portfolio in Q1 2026, its #31 holding.
  • Stage Harbor Financial first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and has held it in 10 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.