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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
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 $1.37T 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 $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthShield Partners's PRF Position: Q1 2026 in Review

WealthShield Partners reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 2.2% in Q1 2026, selling an estimated $16.5K and leaving 15,255 shares worth $725K. The position accounts for 0.08% of the portfolio, ranked #214.

WealthShield Partners first reported a position in PRF in Q1 2022 and has held it in 17 quarters since. The position peaked at $980K in Q1 2022. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • WealthShield Partners held 15,255 shares of Invesco FTSE RAFI US 1000 ETF worth $725K as of Q1 2026.
  • WealthShield Partners sold 340 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $16.5K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.08% of WealthShield Partners's portfolio in Q1 2026, its #214 holding.
  • WealthShield Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2022 and has held it in 17 quarters since.
  • WealthShield Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $980K in Q1 2022.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.