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Wealthspire Advisors (New York)’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Wealthspire Advisors (New York)’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 		$10.5M Sell
220,720
-945
-0.4% -$45.9K 0.08% 110
2025
Q4 		$10.4M Buy
221,665
+709
+0.3% +$32.7K 0.08% 113
2025
Q3 		$9.99M Buy
220,956
+133
+0.1% +$5.81K 0.05% 115
2025
Q2 		$9.33M Sell
220,823
-1,158
-0.5% -$46.3K 0.05% 123
2025
Q1 		$8.97M Buy
221,981
+466
+0.2% +$19.2K 0.05% 121
2024
Q4 		$8.94M Sell
221,515
-3,990
-2% -$165K 0.09% 113
2024
Q3 		$9.16M Buy
225,505
+217,786
+2,821% +$8.54M 0.09% 110
2024
Q2 		$293K Buy
7,719
+323
+4% +$12.2K ﹤0.01% 547
2024
Q1 		$285K Sell
7,396
-229
-3% -$8.32K ﹤0.01% 533
2023
Q4 		$268K Hold
7,625
– – ﹤0.01% 549
2023
Q3 		$243K Sell
7,625
-3,105
-29% -$102K ﹤0.01% 523
2023
Q2 		$351K Sell
10,730
-2,410
-18% -$76.1K 0.01% 434
2023
Q1 		$412K Buy
13,140
+875
+7% +$27.7K 0.01% 385
2022
Q4 		$381K Sell
12,265
-425
-3% -$13.1K 0.01% 412
2022
Q3 		$352K Buy
+12,690
New +$390K 0.01% 389
2019
Q1 		– Sell
-750
Closed -$15K – 609
2018
Q4 		$15K Buy
+750
New +$16.6K ﹤0.01% 409

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

Wealthspire Advisors (New York)'s PRF Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.43% in Q1 2026, selling an estimated $45.9K and leaving 220,720 shares worth $10.5M. The position accounts for 0.08% of the portfolio, ranked #110.

Wealthspire Advisors (New York) 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.

  • Wealthspire Advisors (New York) held 220,720 shares of Invesco FTSE RAFI US 1000 ETF worth $10.5M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 945 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $45.9K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.08% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #110 holding.
  • Wealthspire Advisors (New York) 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 Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.