WA
PRF icon

Walsh & Associates’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Walsh & Associates’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 		$9.95K Hold
184
– – 0.01% 194
2026
Q1 		$8.75K Sell
184
-150
-45% -$7.29K 0.01% 184
2025
Q4 		$15.7K Buy
+334
New +$15.4K 0.02% 170

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

Walsh & Associates's PRF Position: Q2 2026 in Review

Walsh & Associates held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 184 shares worth $9.95K. The position accounts for 0.01% of the portfolio, ranked #194.

Walsh & Associates first reported a position in PRF in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.7K in Q4 2025. 584 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Walsh & Associates held 184 shares of Invesco FTSE RAFI US 1000 ETF worth $9.95K as of Q2 2026.
  • Walsh & Associates left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.01% of Walsh & Associates's portfolio in Q2 2026, its #194 holding.
  • Walsh & Associates first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's Invesco FTSE RAFI US 1000 ETF position peaked at $15.7K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.