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WealthPlan Investment Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

WealthPlan Investment 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
Q2 		$1.26M Hold
23,372
– – 0.06% 209
2026
Q1 		$1.11M Buy
23,372
+302
+1% +$14.7K 0.06% 202
2025
Q4 		$1.08M Buy
23,070
+1
+0% +$46 0.07% 192
2025
Q3 		$1.04M Sell
23,069
-187
-0.8% -$8.17K 0.07% 177
2025
Q2 		$983K Buy
23,256
+326
+1% +$13K 0.07% 180
2025
Q1 		$927K Buy
22,930
+4,665
+26% +$192K 0.09% 135
2024
Q4 		$737K Sell
18,265
-550
-3% -$22.7K 0.07% 143
2024
Q3 		$764K Buy
+18,815
New +$738K 0.08% 136
2023
Q1 		– Sell
-20,240
Closed -$666K – 534
2022
Q4 		$666K Buy
20,240
+45
+0.2% +$1.39K 0.05% 217
2022
Q3 		$638K Buy
+20,195
New +$621K 0.05% 210
2022
Q1 		$662K Buy
+20,650
New +$698K 0.05% 217

Other funds holding PRF

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCM
Charter Capital Management Brookfield, Wisconsin $226M AUM 25.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return

WealthPlan Investment Management's PRF Position: Q2 2026 in Review

WealthPlan Investment Management held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 23,372 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #209.

WealthPlan Investment Management first reported a position in PRF in Q1 2022 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • WealthPlan Investment Management held 23,372 shares of Invesco FTSE RAFI US 1000 ETF worth $1.26M as of Q2 2026.
  • WealthPlan Investment Management left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1000 ETF made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #209 holding.
  • WealthPlan Investment Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2022 and has held it in 11 quarters since.
  • 228 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.