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Steigerwald Gordon & Koch’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Steigerwald Gordon & Koch’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 		$73.6K Hold
1,363
– – 0.01% 254
2026
Q1 		$64.8K Buy
1,363
+108
+9% +$5.25K 0.01% 271
2025
Q4 		$58.9K Hold
1,255
– – 0.01% 289
2025
Q3 		$56.7K Buy
+1,255
New +$54.8K 0.01% 285

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

Steigerwald Gordon & Koch's PRF Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 1,363 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #254.

Steigerwald Gordon & Koch first reported a position in PRF in Q3 2025 and has held it in 4 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,363 shares of Invesco FTSE RAFI US 1000 ETF worth $73.6K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #254 holding.
  • Steigerwald Gordon & Koch first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.