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Summitry LLC’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Summitry LLC’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 		– Sell
-36,015
Closed -$1.71M – 368
2026
Q1 		$1.71M Hold
36,015
– – 0.06% 74
2025
Q4 		$1.69M Buy
+36,015
New +$1.66M 0.07% 60

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

Summitry LLC's PRF Position: Q2 2026 in Review

Summitry LLC sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026, closing a stake of 36,015 shares — an estimated $1.71M sold.

Summitry LLC first reported a position in PRF in Q4 2025 and held it in 2 quarters. The position peaked at $1.71M in Q1 2026. 587 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Summitry LLC reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Summitry LLC sold 36,015 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $1.71M.
  • Summitry LLC first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2025 and held it in 2 quarters.
  • Summitry LLC's Invesco FTSE RAFI US 1000 ETF position peaked at $1.71M in Q1 2026.
  • 587 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.