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

Symphony Financial’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
-7,298
Closed -$346K – 385
2026
Q1 		$346K Buy
7,298
+4
+0.1% +$194 0.05% 210
2025
Q4 		$343K Buy
7,294
+4
+0.1% +$184 0.05% 210
2025
Q3 		$329K Buy
7,290
+6,143
+536% +$268K 0.04% 206
2025
Q2 		$309K Sell
1,147
-11,213
-91% -$448K 0.04% 199
2025
Q1 		$499K Buy
12,360
+5,085
+70% +$210K 0.3% 59
2024
Q4 		$295K Buy
+7,275
New +$301K 0.05% 178

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

Symphony Financial's PRF Position: Q2 2026 in Review

Symphony Financial sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026, closing a stake of 7,298 shares — an estimated $346K sold.

Symphony Financial first reported a position in PRF in Q4 2024 and held it in 6 quarters. The position peaked at $499K in Q1 2025. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Symphony Financial reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Symphony Financial sold 7,298 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $346K.
  • Symphony Financial first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2024 and held it in 6 quarters.
  • Symphony Financial's Invesco FTSE RAFI US 1000 ETF position peaked at $499K in Q1 2025.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.