UBS AM
PRF icon

UBS AM’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

UBS AM’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 		$1.21M Sell
22,383
-5,930
-21% -$309K ﹤0.01% 2284
2026
Q1 		$1.35M Buy
28,313
+25,132
+790% +$1.22M ﹤0.01% 2219
2025
Q4 		$149K Buy
+3,181
New +$146K ﹤0.01% 2489
2019
Q2 		– Sell
-270
Closed -$6.12K – 2877
2019
Q1 		$6.12K Buy
+270
New +$5.96K ﹤0.01% 2717

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

UBS AM's PRF Position: Q2 2026 in Review

UBS AM reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 21% in Q2 2026, selling an estimated $309K and leaving 22,383 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

UBS AM first reported a position in PRF in Q1 2019 and has held it in 4 quarters since. The position peaked at $1.35M in Q1 2026. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • UBS AM held 22,383 shares of Invesco FTSE RAFI US 1000 ETF worth $1.21M as of Q2 2026.
  • UBS AM sold 5,930 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $309K.
  • Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2284 holding.
  • UBS AM first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2019 and has held it in 4 quarters since.
  • UBS AM's Invesco FTSE RAFI US 1000 ETF position peaked at $1.35M in Q1 2026.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.