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

Summit Place Financial Advisors’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	$1.08M	Hold	20,000	–	–	0.47%	67
2026 Q1	$951K	Hold	20,000	–	–	0.46%	65
2025 Q4	$938K	Hold	20,000	–	–	0.45%	60
2025 Q3	$904K	Hold	20,000	–	–	0.43%	67
2025 Q2	$845K	Hold	20,000	–	–	0.43%	63
2025 Q1	$808K	Hold	20,000	–	–	0.46%	65
2024 Q4	$807K	Hold	20,000	–	–	0.46%	61
2024 Q3	$813K	Hold	20,000	–	–	0.45%	60
2024 Q2	$759K	Hold	20,000	–	–	0.45%	59
2024 Q1	$769K	Hold	20,000	–	–	0.45%	60
2023 Q4	$704K	Hold	20,000	–	–	0.46%	63
2023 Q3	$636K	Hold	20,000	–	–	0.45%	64
2023 Q2	$655K	Hold	20,000	–	–	0.42%	64
2023 Q1	$627K	Hold	20,000	–	–	0.45%	65
2022 Q4	$621K	Hold	20,000	–	–	0.51%	61
2022 Q3	$555K	Hold	20,000	–	–	0.52%	62
2022 Q2	$593K	Hold	20,000	–	–	0.5%	71
2022 Q1	$683K	Hold	20,000	–	–	0.46%	72
2021 Q4	$687K	Hold	20,000	–	–	0.47%	65
2021 Q3	$633K	Hold	20,000	–	–	0.46%	66
2021 Q2	$641K	Hold	20,000	–	–	0.47%	66
2021 Q1	$607K	Buy	+20,000	New	+$574K	0.49%	67

Other funds holding PRF

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

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

CCM

Charter Capital Management Brookfield, Wisconsin $226M AUM 25.42% 1-Year Est. Return

Summit Place Financial Advisors's PRF Position: Q2 2026 in Review

Summit Place Financial Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 20,000 shares worth $1.08M. The position accounts for 0.47% of the portfolio, ranked #67.

Summit Place Financial Advisors first reported a position in PRF in Q1 2021 and has held it in 22 quarters since. 262 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Summit Place Financial Advisors held 20,000 shares of Invesco FTSE RAFI US 1000 ETF worth $1.08M as of Q2 2026.
Summit Place Financial Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.47% of Summit Place Financial Advisors's portfolio in Q2 2026, its #67 holding.
Summit Place Financial Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2021 and has held it in 22 quarters since.
262 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.