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WealthBridge Capital Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

WealthBridge Capital Management’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 		$296K Buy
6,219
+7
+0.1% +$340 0.07% 179
2025
Q4 		$291K Buy
6,212
+7
+0.1% +$322 0.07% 173
2025
Q3 		$281K Buy
6,205
+7
+0.1% +$306 0.07% 175
2025
Q2 		$262K Buy
6,198
+7
+0.1% +$280 0.07% 183
2025
Q1 		$250K Buy
6,191
+9
+0.1% +$371 0.07% 179
2024
Q4 		$249K Buy
6,182
+8
+0.1% +$331 0.07% 175
2024
Q3 		$251K Buy
6,174
+8
+0.1% +$314 0.07% 175
2024
Q2 		$234K Buy
6,166
+8
+0.1% +$302 0.08% 160
2024
Q1 		$237K Buy
6,158
+7
+0.1% +$254 0.08% 164
2023
Q4 		$217K Buy
+6,151
New +$202K 0.08% 166
2022
Q2 		– Sell
-5,945
Closed -$203K – 210
2022
Q1 		$203K Buy
+5,945
New +$201K 0.08% 179
2021
Q3 		– Sell
-7,390
Closed -$237K – 171
2021
Q2 		$237K Buy
7,390
+10
+0.1% +$318 0.09% 147
2021
Q1 		$224K Buy
+7,380
New +$212K 0.09% 144
2019
Q3 		– Sell
-10,720
Closed -$218K – 127
2019
Q2 		$218K Buy
10,720
+3,535
+49% +$81.3K 0.2% 94
2019
Q1 		$165K Sell
7,185
-3,535
-33% -$78K 0.1% 124
2018
Q4 		$218K Buy
+10,720
New +$238K 0.17% 94

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

WealthBridge Capital Management's PRF Position: Q1 2026 in Review

WealthBridge Capital Management increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.11% in Q1 2026, buying an estimated $340 and bringing the position to 6,219 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #179.

WealthBridge Capital Management first reported a position in PRF in Q4 2018 and has held it in 16 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • WealthBridge Capital Management held 6,219 shares of Invesco FTSE RAFI US 1000 ETF worth $296K as of Q1 2026.
  • WealthBridge Capital Management bought 7 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $340.
  • Invesco FTSE RAFI US 1000 ETF made up 0.07% of WealthBridge Capital Management's portfolio in Q1 2026, its #179 holding.
  • WealthBridge Capital Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2018 and has held it in 16 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.