SPIA
PRF icon

Steward Partners Investment Advisory’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Steward Partners Investment Advisory’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 		$17.5M Buy
324,372
+3,256
+1% +$170K 0.09% 222
2026
Q1 		$15.3M Sell
321,116
-6,554
-2% -$319K 0.08% 233
2025
Q4 		$15.4M Sell
327,670
-13,918
-4% -$641K 0.08% 210
2025
Q3 		$15.4M Sell
341,588
-2,074
-0.6% -$90.6K 0.09% 197
2025
Q2 		$14.5M Sell
343,662
-3,965
-1% -$158K 0.11% 181
2025
Q1 		$14M Buy
347,627
+2,682
+0.8% +$111K 0.12% 164
2024
Q4 		$13.9M Buy
344,945
+6,793
+2% +$281K 0.12% 161
2024
Q3 		$13.7M Buy
338,152
+5,278
+2% +$207K 0.13% 168
2024
Q2 		$12.6M Sell
332,874
-3,784
-1% -$143K 0.13% 163
2024
Q1 		$13M Buy
336,658
+8,931
+3% +$324K 0.14% 155
2023
Q4 		$11.5M Sell
327,727
-94
-0% -$3.08K 0.16% 145
2023
Q3 		$10.4M Buy
327,821
+21,736
+7% +$717K 0.16% 134
2023
Q2 		$10M Buy
306,085
+7,360
+2% +$232K 0.15% 144
2023
Q1 		$9.37M Buy
298,725
+10,125
+4% +$321K 0.15% 156
2022
Q4 		$8.96M Buy
288,600
+2,720
+1% +$83.7K 0.15% 155
2022
Q3 		$7.93M Sell
285,880
-6,105
-2% -$188K 0.15% 162
2022
Q2 		$8.65M Buy
291,985
+55
+0% +$1.77K 0.16% 148
2022
Q1 		$9.98M Buy
291,930
+10,975
+4% +$371K 0.15% 154
2021
Q4 		$9.65M Sell
280,955
-4,200
-1% -$140K 0.15% 156
2021
Q3 		$9.03M Buy
285,155
+10,025
+4% +$324K 0.16% 150
2021
Q2 		$8.82M Sell
275,130
-13,940
-5% -$444K 0.15% 148
2021
Q1 		$8.77M Buy
289,070
+113,810
+65% +$3.27M 0.15% 153
2020
Q4 		$4.67M Sell
175,260
-6,310
-3% -$157K 0.1% 205
2020
Q3 		$4.13M Buy
181,570
+107,860
+146% +$2.47M 0.1% 209
2020
Q2 		$1.6M Buy
73,710
+65,505
+798% +$1.36M 0.05% 350
2020
Q1 		$151K Sell
8,205
-23,665
-74% -$549K 0.01% 872
2019
Q4 		$807K Buy
31,870
+4,945
+18% +$120K 0.02% 509
2019
Q3 		$634K Buy
26,925
+2,940
+12% +$68.6K 0.02% 523
2019
Q2 		$559K Buy
23,985
+7,360
+44% +$169K 0.02% 531
2019
Q1 		$376K Sell
16,625
-3,025
-15% -$66.8K 0.02% 580
2018
Q4 		$399K Buy
19,650
+1,355
+7% +$30K 0.02% 539
2018
Q3 		$435K Buy
18,295
+900
+5% +$21.1K 0.02% 540
2018
Q2 		$392K Sell
17,395
-6,265
-26% -$141K 0.02% 519
2018
Q1 		$521K Sell
23,660
-6,730
-22% -$154K 0.04% 419
2017
Q4 		$690K Buy
30,390
+3,105
+11% +$68.4K 0.05% 303
2017
Q3 		$584K Buy
+27,285
New +$571K 0.06% 269

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

Steward Partners Investment Advisory's PRF Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 1% in Q2 2026, buying an estimated $170K and bringing the position to 324,372 shares worth $17.5M. The position accounts for 0.09% of the portfolio, ranked #222.

Steward Partners Investment Advisory first reported a position in PRF in Q3 2017 and has held it in 36 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Steward Partners Investment Advisory held 324,372 shares of Invesco FTSE RAFI US 1000 ETF worth $17.5M as of Q2 2026.
  • Steward Partners Investment Advisory bought 3,256 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $170K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.09% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #222 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2017 and has held it in 36 quarters since.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.