Strategic Wealth Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Strategic Wealth Partners’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	$40.4K	Sell	747 -100	-12%	-$5.21K	﹤0.01%	571
2026 Q1	$40.3K	Hold	847	–	–	﹤0.01%	550
2025 Q4	$39.7K	Hold	847	–	–	﹤0.01%	560
2025 Q3	$38.3K	Hold	847	–	–	﹤0.01%	608
2025 Q2	$35.8K	Buy	+847	New	+$33.8K	﹤0.01%	553
2019 Q4	–	Sell	-280	Closed	-$6	–	403
2019 Q3	$6	Buy	+280	New	+$6.53K	﹤0.01%	627

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

Strategic Wealth Partners's PRF Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 12% in Q2 2026, selling an estimated $5.21K and leaving 747 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Strategic Wealth Partners first reported a position in PRF in Q3 2019 and has held it in 6 quarters since. 589 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Strategic Wealth Partners held 747 shares of Invesco FTSE RAFI US 1000 ETF worth $40.4K as of Q2 2026.
Strategic Wealth Partners sold 100 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $5.21K.
Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #571 holding.
Strategic Wealth Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2019 and has held it in 6 quarters since.
589 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.