WP
PRF icon

WealthShield Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

WealthShield Partners’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 		– Sell
-15,255
Closed -$725K – 548
2026
Q1 		$725K Sell
15,255
-340
-2% -$16.5K 0.08% 214
2025
Q4 		$736K Sell
15,595
-815
-5% -$37.5K 0.08% 210
2025
Q3 		$742K Sell
16,410
-990
-6% -$43.3K 0.08% 206
2025
Q2 		$735K Sell
17,400
-955
-5% -$38.2K 0.09% 200
2025
Q1 		$742K Sell
18,355
-730
-4% -$30.1K 0.1% 191
2024
Q4 		$770K Sell
19,085
-370
-2% -$15.3K 0.11% 177
2024
Q3 		$790K Sell
19,455
-75
-0.4% -$2.94K 0.11% 171
2024
Q2 		$741K Sell
19,530
-715
-4% -$27K 0.11% 172
2024
Q1 		$779K Sell
20,245
-275
-1% -$9.99K 0.13% 165
2023
Q4 		$722K Sell
20,520
-110
-0.5% -$3.61K 0.12% 173
2023
Q3 		$656K Sell
20,630
-1,445
-7% -$47.7K 0.1% 186
2023
Q2 		$723K Sell
22,075
-270
-1% -$8.52K 0.11% 175
2023
Q1 		$701K Sell
22,345
-1,905
-8% -$60.4K 0.11% 182
2022
Q4 		$752K Sell
24,250
-1,030
-4% -$31.7K 0.14% 166
2022
Q3 		$702K Sell
25,280
-1,770
-7% -$54.4K 0.14% 168
2022
Q2 		$802K Sell
27,050
-1,635
-6% -$52.5K 0.16% 152
2022
Q1 		$980K Buy
+28,685
New +$970K 0.16% 150

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

WealthShield Partners's PRF Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026, closing a stake of 15,255 shares — an estimated $725K sold.

WealthShield Partners first reported a position in PRF in Q1 2022 and held it in 17 quarters. The position peaked at $980K in Q1 2022. 589 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • WealthShield Partners reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 15,255 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $725K.
  • WealthShield Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2022 and held it in 17 quarters.
  • WealthShield Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $980K in Q1 2022.
  • 589 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.