Wealth Enhancement Advisory Services
PRF icon

Wealth Enhancement Advisory Services’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Wealth Enhancement Advisory Services’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 		$48.1M Buy
882,845
+60,805
+7% +$3.17M 0.08% 217
2026
Q1 		$39.3M Sell
822,040
-1,767,211
-68% -$85.9M 0.08% 234
2025
Q4 		$125M Sell
2,589,251
-126,699
-5% -$5.83M 0.17% 107
2025
Q3 		$123M Buy
2,715,950
+25,268
+0.9% +$1.1M 0.19% 106
2025
Q2 		$116M Buy
2,690,682
+13,047
+0.5% +$521K 0.19% 103
2025
Q1 		$108M Buy
2,677,635
+84,107
+3% +$3.47M 0.21% 92
2024
Q4 		$105M Buy
2,593,528
+5,964
+0.2% +$246K 0.2% 101
2024
Q3 		$105M Sell
2,587,564
-6,770
-0.3% -$265K 0.23% 86
2024
Q2 		$98.5M Sell
2,594,334
-46,274
-2% -$1.74M 0.23% 84
2024
Q1 		$102M Sell
2,640,608
-11,001
-0.4% -$400K 0.26% 80
2023
Q4 		$93.3M Sell
2,651,609
-69,772
-3% -$2.29M 0.27% 75
2023
Q3 		$86.6M Buy
2,721,381
+2,698,081
+11,580% +$89M 0.28% 77
2023
Q2 		$763K Sell
23,300
-1,325
-5% -$41.8K 0.01% 301
2023
Q1 		$772K Buy
+24,625
New +$780K 0.01% 338
2022
Q3 		– Sell
-222,395
Closed -$6.7M – 373
2022
Q2 		$6.7M Buy
222,395
+17,740
+9% +$570K 0.09% 106
2022
Q1 		$7.03M Buy
204,655
+46,300
+29% +$1.57M 0.09% 105
2021
Q4 		$5.36M Buy
158,355
+83,785
+112% +$2.8M 0.08% 118
2021
Q3 		$2.5M Buy
+74,570
New +$2.41M 0.04% 137

Other funds holding PRF

BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

Wealth Enhancement Advisory Services's PRF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 7.4% in Q2 2026, buying an estimated $3.17M and bringing the position to 882,845 shares worth $48.1M. The position accounts for 0.08% of the portfolio, ranked #217.

Wealth Enhancement Advisory Services first reported a position in PRF in Q3 2021 and has held it in 18 quarters since. The position peaked at $125M in Q4 2025. 79 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 882,845 shares of Invesco FTSE RAFI US 1000 ETF worth $48.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 60,805 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $3.17M.
  • Invesco FTSE RAFI US 1000 ETF made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #217 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2021 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's Invesco FTSE RAFI US 1000 ETF position peaked at $125M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.