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Tanglewood Legacy Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Tanglewood Legacy 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
Q1 		$4.09K Hold
86
– – ﹤0.01% 248
2025
Q4 		$4.04K Hold
86
– – ﹤0.01% 244
2025
Q3 		$3.89K Hold
86
– – ﹤0.01% 250
2025
Q2 		$3.63K Hold
86
– – ﹤0.01% 262
2025
Q1 		$3.48K Buy
+86
New +$3.55K ﹤0.01% 272

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

Tanglewood Legacy Advisors's PRF Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q1 2026 at 86 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Tanglewood Legacy Advisors first reported a position in PRF in Q1 2025 and has held it in 5 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Tanglewood Legacy Advisors held 86 shares of Invesco FTSE RAFI US 1000 ETF worth $4.09K as of Q1 2026.
  • Tanglewood Legacy Advisors left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #248 holding.
  • Tanglewood Legacy Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2025 and has held it in 5 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.