SFS
PRF icon

Summit Financial Strategies’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Summit Financial Strategies’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 		$479K Hold
8,861
– – 0.03% 102
2026
Q1 		$421K Sell
8,861
-675
-7% -$32.8K 0.03% 104
2025
Q4 		$447K Hold
9,536
– – 0.04% 101
2025
Q3 		$431K Hold
9,536
– – 0.04% 102
2025
Q2 		$403K Hold
9,536
– – 0.04% 100
2025
Q1 		$385K Buy
9,536
+297
+3% +$12.3K 0.04% 98
2024
Q4 		$373K Hold
9,239
– – 0.04% 99
2024
Q3 		$375K Hold
9,239
– – 0.04% 103
2024
Q2 		$351K Hold
9,239
– – 0.04% 101
2024
Q1 		$355K Hold
9,239
– – 0.05% 98
2023
Q4 		$325K Hold
9,239
– – 0.05% 105
2023
Q3 		$294K Sell
9,239
-1
-0% -$33 0.06% 98
2023
Q2 		$302K Hold
9,240
– – 0.06% 98
2023
Q1 		$290K Hold
9,240
– – 0.06% 96
2022
Q4 		$287K Hold
9,240
– – 0.06% 93
2022
Q3 		$256K Hold
9,240
– – 0.06% 100
2022
Q2 		$274K Hold
9,240
– – 0.06% 92
2022
Q1 		$316K Hold
9,240
– – 0.06% 85
2021
Q4 		$317K Hold
9,240
– – 0.06% 88
2021
Q3 		$293K Hold
9,240
– – 0.06% 94
2021
Q2 		$296K Hold
9,240
– – 0.06% 91
2021
Q1 		$280K Buy
+9,240
New +$265K 0.1% 55
2020
Q4 		– Sell
-9,240
Closed -$210K – 83
2020
Q3 		$210K Hold
9,240
– – 0.09% 71
2020
Q2 		$200K Buy
+9,240
New +$193K 0.09% 67
2020
Q1 		– Sell
-9,045
Closed -$229K – 66
2019
Q4 		$229K Hold
9,045
– – 0.11% 53
2019
Q3 		$213K Sell
9,045
-4,660
-34% -$109K 0.1% 56
2019
Q2 		$320K Buy
13,705
+650
+5% +$15K 0.16% 38
2019
Q1 		$296K Buy
13,055
+1,165
+10% +$25.7K 0.15% 40
2018
Q4 		$242K Buy
11,890
+745
+7% +$16.5K 0.14% 50
2018
Q3 		$265K Buy
11,145
+75
+0.7% +$1.76K 0.12% 44
2018
Q2 		$249K Sell
11,070
-15,280
-58% -$344K 0.12% 43
2018
Q1 		$581K Sell
26,350
-2,160
-8% -$49.4K 0.3% 21
2017
Q4 		$648K Buy
28,510
+350
+1% +$7.71K 0.34% 22
2017
Q3 		$603K Buy
28,160
+505
+2% +$10.6K 0.35% 21
2017
Q2 		$572K Buy
27,655
+805
+3% +$16.5K 0.34% 22
2017
Q1 		$550K Buy
26,850
+670
+3% +$13.7K 0.4% 18
2016
Q4 		$521K Hold
26,180
– – 0.36% 20
2016
Q3 		$490K Hold
26,180
– – 0.34% 21
2016
Q2 		$474K Hold
26,180
– – 0.35% 24
2016
Q1 		$462K Buy
26,180
+2,590
+11% +$43.2K 0.34% 20
2015
Q4 		$410K Hold
23,590
– – 0.32% 26
2015
Q3 		$391K Buy
+23,590
New +$415K 0.32% 30

Other funds holding PRF

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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Financial Strategies's PRF Position: Q2 2026 in Review

Summit Financial Strategies held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 8,861 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #102.

Summit Financial Strategies first reported a position in PRF in Q3 2015 and has held it in 42 quarters since. The position peaked at $648K in Q4 2017. 378 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Summit Financial Strategies held 8,861 shares of Invesco FTSE RAFI US 1000 ETF worth $479K as of Q2 2026.
  • Summit Financial Strategies left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.03% of Summit Financial Strategies's portfolio in Q2 2026, its #102 holding.
  • Summit Financial Strategies first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2015 and has held it in 42 quarters since.
  • Summit Financial Strategies's Invesco FTSE RAFI US 1000 ETF position peaked at $648K in Q4 2017.
  • 378 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.