UCFA
PRF icon

United Capital Financial Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

United Capital Financial 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 		$1.25M Buy
23,185
+3,533
+18% +$184K 0.01% 726
2026
Q1 		$934K Sell
19,652
-707
-3% -$34.4K 0.01% 783
2025
Q4 		$955K Buy
+20,359
New +$938K 0.01% 751
2023
Q2 		– Sell
-10,125
Closed -$317K – 956
2023
Q1 		$317K Sell
10,125
-795
-7% -$25.2K ﹤0.01% 811
2022
Q4 		$339K Buy
10,920
+425
+4% +$13.1K ﹤0.01% 850
2022
Q3 		$291K Buy
10,495
+195
+2% +$5.99K ﹤0.01% 917
2022
Q2 		$305K Sell
10,300
-145
-1% -$4.66K ﹤0.01% 936
2022
Q1 		$357K Buy
10,445
+530
+5% +$17.9K ﹤0.01% 939
2021
Q4 		$340K Buy
9,915
+45
+0.5% +$1.5K ﹤0.01% 983
2021
Q3 		$313K Hold
9,870
– – ﹤0.01% 993
2021
Q2 		$316K Sell
9,870
-685
-6% -$21.8K ﹤0.01% 1008
2021
Q1 		$320K Buy
10,555
+885
+9% +$25.4K ﹤0.01% 964
2020
Q4 		$258K Buy
9,670
+770
+9% +$19.2K ﹤0.01% 1054
2020
Q3 		$203K Sell
8,900
-2,515
-22% -$57.6K ﹤0.01% 1072
2020
Q2 		$247K Buy
+11,415
New +$238K ﹤0.01% 1040
2020
Q1 		– Sell
-16,185
Closed -$410K – 1329
2019
Q4 		$410K Sell
16,185
-2,760
-15% -$67.2K ﹤0.01% 1046
2019
Q3 		$447K Buy
18,945
+425
+2% +$9.91K ﹤0.01% 979
2019
Q2 		$432K Buy
18,520
+3,325
+22% +$76.5K ﹤0.01% 1093
2019
Q1 		$345K Sell
15,195
-445
-3% -$9.82K ﹤0.01% 1086
2018
Q4 		$318K Buy
15,640
+475
+3% +$10.5K ﹤0.01% 1044
2018
Q3 		$360K Buy
+15,165
New +$356K ﹤0.01% 1044
2015
Q3 		– Sell
-86,880
Closed -$1.58M – 1299
2015
Q2 		$1.58M Buy
86,880
+37,180
+75% +$691K 0.02% 631
2015
Q1 		$919K Sell
49,700
-19,570
-28% -$357K 0.01% 740
2014
Q4 		$1.27M Buy
69,270
+10,200
+17% +$182K 0.02% 589
2014
Q3 		$1.04M Buy
+59,070
New +$1.05M 0.02% 599
2014
Q2 		– Sell
-12,345
Closed -$209K – 897
2014
Q1 		$209K Buy
+12,345
New +$203K ﹤0.01% 862

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 22.9% 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

United Capital Financial Advisors's PRF Position: Q2 2026 in Review

United Capital Financial Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 18% in Q2 2026, buying an estimated $184K and bringing the position to 23,185 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #726.

United Capital Financial Advisors first reported a position in PRF in Q1 2014 and has held it in 26 quarters since. The position peaked at $1.58M in Q2 2015. 589 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • United Capital Financial Advisors held 23,185 shares of Invesco FTSE RAFI US 1000 ETF worth $1.25M as of Q2 2026.
  • United Capital Financial Advisors bought 3,533 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $184K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #726 holding.
  • United Capital Financial Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2014 and has held it in 26 quarters since.
  • United Capital Financial Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $1.58M in Q2 2015.
  • 589 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.