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Triumph Capital Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Triumph Capital Management’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 		$77.1K Hold
1,427
– – 0.01% 550
2026
Q1 		$67.8K Hold
1,427
– – 0.01% 558
2025
Q4 		$67K Buy
+1,427
New +$65.7K 0.01% 537

Other funds holding PRF

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Triumph Capital Management's PRF Position: Q2 2026 in Review

Triumph Capital Management held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 1,427 shares worth $77.1K. The position accounts for 0.01% of the portfolio, ranked #550.

Triumph Capital Management first reported a position in PRF in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Triumph Capital Management held 1,427 shares of Invesco FTSE RAFI US 1000 ETF worth $77.1K as of Q2 2026.
  • Triumph Capital Management left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #550 holding.
  • Triumph Capital Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.