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Syverson Strege & Co’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Syverson Strege & Co’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
Q1 		$418K Buy
8,796
+5
+0.1% +$243 0.1% 88
2025
Q4 		$412K Buy
8,791
+8
+0.1% +$368 0.1% 87
2025
Q3 		$397K Sell
8,783
-441
-5% -$19.3K 0.1% 82
2025
Q2 		$390K Buy
9,224
+14
+0.2% +$559 0.09% 87
2025
Q1 		$372K Sell
9,210
-5
-0.1% -$206 0.12% 55
2024
Q4 		$372K Buy
9,215
+16
+0.2% +$661 0.12% 54
2024
Q3 		$374K Sell
9,199
-611
-6% -$24K 0.13% 48
2024
Q2 		$372K Buy
9,810
+13
+0.1% +$490 0.13% 53
2024
Q1 		$377K Sell
9,797
-109
-1% -$3.96K 0.14% 46
2023
Q4 		$349K Buy
9,906
+15
+0.2% +$492 0.14% 49
2023
Q3 		$315K Sell
9,891
-4
-0% -$132 0.14% 47
2023
Q2 		$324K Sell
9,895
-1,000
-9% -$31.6K 0.14% 48
2023
Q1 		$342K Buy
10,895
+20
+0.2% +$634 0.15% 44
2022
Q4 		$337K Sell
10,875
-2,290
-17% -$70.5K 0.15% 45
2022
Q3 		$365K Buy
13,165
+25
+0.2% +$768 0.19% 47
2022
Q2 		$390K Sell
13,140
-305
-2% -$9.8K 0.14% 49
2022
Q1 		$460K Buy
13,445
+15
+0.1% +$507 0.5% 36
2021
Q4 		$461K Sell
13,430
-1,080
-7% -$36.1K 0.34% 39
2021
Q3 		$460K Buy
14,510
+2,480
+21% +$80.1K 0.37% 40
2021
Q2 		$386K Sell
12,030
-114,940
-91% -$3.66M 0.34% 42
2021
Q1 		$3.85M Sell
126,970
-10,120
-7% -$291K 4% 5
2020
Q4 		$3.65M Buy
+137,090
New +$3.41M 3.49% 6

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Syverson Strege & Co's PRF Position: Q1 2026 in Review

Syverson Strege & Co increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.06% in Q1 2026, buying an estimated $243 and bringing the position to 8,796 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #88.

Syverson Strege & Co first reported a position in PRF in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.85M in Q1 2021. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Syverson Strege & Co held 8,796 shares of Invesco FTSE RAFI US 1000 ETF worth $418K as of Q1 2026.
  • Syverson Strege & Co bought 5 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $243.
  • Invesco FTSE RAFI US 1000 ETF made up 0.1% of Syverson Strege & Co's portfolio in Q1 2026, its #88 holding.
  • Syverson Strege & Co first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Syverson Strege & Co's Invesco FTSE RAFI US 1000 ETF position peaked at $3.85M in Q1 2021.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.