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

Tilson Financial Group’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 		$263K Buy
5,535
+22
+0.4% +$1.07K 0.08% 73
2025
Q4 		$259K Buy
5,513
+22
+0.4% +$1.01K 0.08% 73
2025
Q3 		$248K Buy
5,491
+23
+0.4% +$1K 0.08% 72
2025
Q2 		$231K Buy
5,468
+23
+0.4% +$919 0.09% 70
2025
Q1 		$220K Hold
5,445
– – 0.09% 67
2024
Q4 		$220K Hold
5,445
– – 0.09% 68
2024
Q3 		$221K Hold
5,445
– – 0.1% 71
2024
Q2 		$207K Hold
5,445
– – 0.21% 36
2024
Q1 		$209K Buy
+5,445
New +$198K 0.11% 68

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

Tilson Financial Group's PRF Position: Q1 2026 in Review

Tilson Financial Group increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.4% in Q1 2026, buying an estimated $1.07K and bringing the position to 5,535 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #73.

Tilson Financial Group first reported a position in PRF in Q1 2024 and has held it in 9 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Tilson Financial Group held 5,535 shares of Invesco FTSE RAFI US 1000 ETF worth $263K as of Q1 2026.
  • Tilson Financial Group bought 22 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $1.07K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.08% of Tilson Financial Group's portfolio in Q1 2026, its #73 holding.
  • Tilson Financial Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2024 and has held it in 9 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.