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

Wealthspan 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 		$1.5M Buy
27,758
+183
+0.7% +$9.53K 0.47% 42
2026
Q1 		$1.31M Buy
27,575
+2,500
+10% +$122K 0.46% 43
2025
Q4 		$1.18M Hold
25,075
– – 0.43% 43
2025
Q3 		$1.13M Hold
25,075
– – 0.43% 41
2025
Q2 		$1.06M Hold
25,075
– – 0.44% 40
2025
Q1 		$1.01M Hold
25,075
– – 0.47% 39
2024
Q4 		$1.01M Buy
25,075
+150
+0.6% +$6.2K 0.48% 39
2024
Q3 		$1.01M Hold
24,925
– – 0.5% 37
2024
Q2 		$946K Hold
24,925
– – 0.52% 35
2024
Q1 		$959K Sell
24,925
-2,045
-8% -$74.3K 0.57% 32
2023
Q4 		$949K Sell
26,970
-3,230
-11% -$106K 0.66% 27
2023
Q3 		$961K Sell
30,200
-1,400
-4% -$46.2K 0.76% 24
2023
Q2 		$1.03M Sell
31,600
-640
-2% -$20.2K 0.82% 21
2023
Q1 		$1.01M Hold
32,240
– – 0.86% 21
2022
Q4 		$1M Sell
32,240
-375
-1% -$11.5K 0.91% 21
2022
Q3 		$905K Buy
32,615
+905
+3% +$27.8K 0.94% 20
2022
Q2 		$940K Hold
31,710
– – 0.97% 20
2022
Q1 		$1.08M Buy
31,710
+1,825
+6% +$61.7K 0.98% 19
2021
Q4 		$1.03M Buy
+29,885
New +$999K 0.91% 21

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

Wealthspan Partners's PRF Position: Q2 2026 in Review

Wealthspan Partners increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.66% in Q2 2026, buying an estimated $9.53K and bringing the position to 27,758 shares worth $1.5M. The position accounts for 0.47% of the portfolio, ranked #42.

Wealthspan Partners first reported a position in PRF in Q4 2021 and has held it in 19 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Wealthspan Partners held 27,758 shares of Invesco FTSE RAFI US 1000 ETF worth $1.5M as of Q2 2026.
  • Wealthspan Partners bought 183 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $9.53K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.47% of Wealthspan Partners's portfolio in Q2 2026, its #42 holding.
  • Wealthspan Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.