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Unique Wealth Strategies’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Unique Wealth Strategies’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 		$5.17M Buy
99,834
+24,938
+33% +$1.3M 1.88% 9
2026
Q1 		$3.56M Sell
74,896
-18,860
-20% -$917K 1.44% 14
2025
Q4 		$4.2M Buy
93,756
+16,645
+22% +$767K 1.63% 10
2025
Q3 		$3.49M Sell
77,111
-2,812
-4% -$123K 1.35% 13
2025
Q2 		$3.38M Sell
79,923
-1,266
-2% -$50.6K 1.41% 12
2025
Q1 		$3.28M Sell
81,189
-3,414
-4% -$141K 1.49% 14
2024
Q4 		$3.41M Sell
84,603
-1,241
-1% -$51.3K 1.48% 13
2024
Q3 		$3.49M Sell
85,844
-10,878
-11% -$427K 1.47% 11
2024
Q2 		$3.72M Hold
96,722
– – 1.74% 10
2024
Q1 		$3.72M Sell
96,722
-85,043
-47% -$3.09M 1.82% 10
2023
Q4 		$6.4M Buy
+181,765
New +$5.96M 4.27% 1

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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Unique Wealth Strategies's PRF Position: Q2 2026 in Review

Unique Wealth Strategies increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 33% in Q2 2026, buying an estimated $1.3M and bringing the position to 99,834 shares worth $5.17M. The position accounts for 1.88% of the portfolio, ranked #9.

Unique Wealth Strategies first reported a position in PRF in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.4M in Q4 2023. 79 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Unique Wealth Strategies held 99,834 shares of Invesco FTSE RAFI US 1000 ETF worth $5.17M as of Q2 2026.
  • Unique Wealth Strategies bought 24,938 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $1.3M.
  • Invesco FTSE RAFI US 1000 ETF made up 1.88% of Unique Wealth Strategies's portfolio in Q2 2026, its #9 holding.
  • Unique Wealth Strategies first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Unique Wealth Strategies's Invesco FTSE RAFI US 1000 ETF position peaked at $6.4M in Q4 2023.
  • 79 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.