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 Q2	$640K	Hold	11,846	–	–	0.37%	32
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 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

Stage Harbor Financial's PRF Position: Q2 2026 in Review

Stage Harbor Financial held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 11,846 shares worth $640K. The position accounts for 0.37% of the portfolio, ranked #32.

Stage Harbor Financial first reported a position in PRF in Q4 2023 and has held it in 11 quarters since. 588 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Stage Harbor Financial held 11,846 shares of Invesco FTSE RAFI US 1000 ETF worth $640K as of Q2 2026.
Stage Harbor Financial left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.37% of Stage Harbor Financial's portfolio in Q2 2026, its #32 holding.
Stage Harbor Financial first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and has held it in 11 quarters since.
588 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.