VFO
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Virtus Family Office’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Virtus Family Office’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 		$1.22M Sell
25,647
-831
-3% -$40.4K 1.04% 35
2025
Q4 		$1.24M Sell
26,478
-1,238
-4% -$57K 1.07% 33
2025
Q3 		$1.25M Buy
27,716
+11,191
+68% +$489K 1.17% 33
2025
Q2 		$699K Buy
+16,525
New +$660K 0.89% 37

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

Virtus Family Office's PRF Position: Q1 2026 in Review

Virtus Family Office reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 3.1% in Q1 2026, selling an estimated $40.4K and leaving 25,647 shares worth $1.22M. The position accounts for 1.04% of the portfolio, ranked #35.

Virtus Family Office first reported a position in PRF in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.25M in Q3 2025. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Virtus Family Office held 25,647 shares of Invesco FTSE RAFI US 1000 ETF worth $1.22M as of Q1 2026.
  • Virtus Family Office sold 831 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $40.4K.
  • Invesco FTSE RAFI US 1000 ETF made up 1.04% of Virtus Family Office's portfolio in Q1 2026, its #35 holding.
  • Virtus Family Office first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Virtus Family Office's Invesco FTSE RAFI US 1000 ETF position peaked at $1.25M in Q3 2025.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.