WWA
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WCG Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

WCG Wealth 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 		$33.6M Buy
622,011
+546,048
+719% +$28.4M 0.8% 29
2026
Q1 		$3.61M Sell
75,963
-4,589
-6% -$223K 0.1% 190
2025
Q4 		$3.77M Buy
80,552
+7,673
+11% +$353K 0.11% 183
2025
Q3 		$3.29M Buy
72,879
+89
+0.1% +$3.89K 0.21% 107
2025
Q2 		$3.08M Buy
+72,790
New +$2.91M 0.2% 116

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

WCG Wealth Advisors's PRF Position: Q2 2026 in Review

WCG Wealth Advisors increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 719% in Q2 2026, buying an estimated $28.4M and bringing the position to 622,011 shares worth $33.6M. The position accounts for 0.8% of the portfolio, ranked #29.

WCG Wealth Advisors first reported a position in PRF in Q2 2025 and has held it in 5 quarters since. 587 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • WCG Wealth Advisors held 622,011 shares of Invesco FTSE RAFI US 1000 ETF worth $33.6M as of Q2 2026.
  • WCG Wealth Advisors bought 546,048 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $28.4M.
  • Invesco FTSE RAFI US 1000 ETF made up 0.8% of WCG Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • WCG Wealth Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 587 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.