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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
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 $1.37T 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

United Capital Financial Advisors's PRF Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 3.5% in Q1 2026, selling an estimated $34.4K and leaving 19,652 shares worth $934K. The position accounts for 0.01% of the portfolio, ranked #783.

United Capital Financial Advisors first reported a position in PRF in Q1 2014 and has held it in 25 quarters since. The position peaked at $1.58M in Q2 2015. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • United Capital Financial Advisors held 19,652 shares of Invesco FTSE RAFI US 1000 ETF worth $934K as of Q1 2026.
  • United Capital Financial Advisors sold 707 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $34.4K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #783 holding.
  • United Capital Financial Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2014 and has held it in 25 quarters since.
  • United Capital Financial Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $1.58M in Q2 2015.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.