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Three Bridge Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Three Bridge Wealth 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 		$7.75M Buy
143,409
+1,862
+1% +$96.9K 1.94% 16
2026
Q1 		$6.73M Sell
141,547
-3,601
-2% -$175K 1.85% 16
2025
Q4 		$6.81M Sell
145,148
-1,142
-0.8% -$52.6K 1.8% 17
2025
Q3 		$6.61M Buy
146,290
+25,373
+21% +$1.11M 1.7% 17
2025
Q2 		$5.11M Buy
120,917
+55,226
+84% +$2.21M 1.35% 20
2025
Q1 		$2.65M Buy
65,691
+51
+0.1% +$2.1K 0.92% 20
2024
Q4 		$2.65M Buy
65,640
+1,902
+3% +$78.6K 0.93% 23
2024
Q3 		$2.59M Buy
63,738
+5,573
+10% +$219K 0.96% 22
2024
Q2 		$2.21M Sell
58,165
-509
-0.9% -$19.2K 0.87% 23
2024
Q1 		$2.26M Sell
58,674
-3,504
-6% -$127K 0.89% 23
2023
Q4 		$2.19M Buy
62,178
+1,554
+3% +$50.9K 0.76% 23
2023
Q3 		$1.93M Buy
60,624
+1,294
+2% +$42.7K 0.8% 24
2023
Q2 		$1.94M Buy
59,330
+4,715
+9% +$149K 0.82% 22
2023
Q1 		$1.71M Buy
54,615
+1,115
+2% +$35.3K 0.79% 27
2022
Q4 		$1.66M Buy
53,500
+320
+0.6% +$9.85K 0.89% 24
2022
Q3 		$1.48M Buy
53,180
+1,375
+3% +$42.3K 0.75% 25
2022
Q2 		$1.54M Buy
51,805
+705
+1% +$22.6K 0.75% 27
2022
Q1 		$1.75M Buy
+51,100
New +$1.73M 0.49% 24

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

Three Bridge Wealth Advisors's PRF Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 1.3% in Q2 2026, buying an estimated $96.9K and bringing the position to 143,409 shares worth $7.75M. The position accounts for 1.94% of the portfolio, ranked #16.

Three Bridge Wealth Advisors first reported a position in PRF in Q1 2022 and has held it in 18 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Three Bridge Wealth Advisors held 143,409 shares of Invesco FTSE RAFI US 1000 ETF worth $7.75M as of Q2 2026.
  • Three Bridge Wealth Advisors bought 1,862 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $96.9K.
  • Invesco FTSE RAFI US 1000 ETF made up 1.94% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Three Bridge Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2022 and has held it in 18 quarters since.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.