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Welch Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Welch Group’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 		$502K Sell
9,285
-71
-0.8% -$3.7K 0.02% 188
2026
Q1 		$445K Buy
9,356
+62
+0.7% +$3.01K 0.02% 187
2025
Q4 		$436K Hold
9,294
– – 0.02% 189
2025
Q3 		$420K Buy
9,294
+23
+0.2% +$1K 0.02% 193
2025
Q2 		$392K Buy
9,271
+91
+1% +$3.64K 0.02% 183
2025
Q1 		$368K Buy
9,180
+67
+0.7% +$2.76K 0.02% 180
2024
Q4 		$367K Hold
9,113
– – 0.02% 182
2024
Q3 		$370K Sell
9,113
-2,866
-24% -$112K 0.02% 181
2024
Q2 		$455K Sell
11,979
-903
-7% -$34K 0.02% 150
2024
Q1 		$496K Buy
12,882
+1,482
+13% +$53.8K 0.02% 127
2023
Q4 		$401K Buy
11,400
+1,640
+17% +$53.8K 0.02% 143
2023
Q3 		$311K Sell
9,760
-5,165
-35% -$170K 0.02% 151
2023
Q2 		$488K Sell
14,925
-355
-2% -$11.2K 0.03% 114
2023
Q1 		$479K Buy
15,280
+55
+0.4% +$1.74K 0.03% 113
2022
Q4 		$472K Buy
+15,225
New +$468K 0.03% 120
2022
Q3 		– Sell
-15,225
Closed -$451K – 197
2022
Q2 		$451K Sell
15,225
-2,065
-12% -$66.3K 0.03% 112
2022
Q1 		$591K Hold
17,290
– – 0.03% 106
2021
Q4 		$594K Buy
17,290
+65
+0.4% +$2.17K 0.03% 112
2021
Q3 		$546K Sell
17,225
-755
-4% -$24.4K 0.04% 104
2021
Q2 		$577K Sell
17,980
-290
-2% -$9.23K 0.04% 98
2021
Q1 		$554K Hold
18,270
– – 0.04% 100
2020
Q4 		$487K Sell
18,270
-40
-0.2% -$996 0.04% 99
2020
Q3 		$417K Sell
18,310
-8,680
-32% -$199K 0.04% 99
2020
Q2 		$585K Sell
26,990
-85
-0.3% -$1.77K 0.05% 77
2020
Q1 		$501K Sell
27,075
-24,125
-47% -$560K 0.05% 78
2019
Q4 		$1.04M Sell
51,200
-260
-0.5% -$6.33K 0.1% 56
2019
Q3 		$975K Hold
51,460
– – 0.1% 54
2019
Q2 		$969K Sell
51,460
-3,900
-7% -$89.7K 0.1% 54
2019
Q1 		$1.03M Sell
55,360
-890
-2% -$19.6K 0.11% 50
2018
Q4 		$944K Hold
56,250
– – 0.12% 52
2018
Q3 		$1.1K Hold
56,250
– – 0.11% 52
2018
Q2 		$1.05M Hold
56,250
– – 0.13% 50
2018
Q1 		$1.04M Sell
56,250
-2,655
-5% -$60.7K 0.13% 50
2017
Q4 		$1.11M Hold
58,905
– – 0.17% 49
2017
Q3 		$1.06M Sell
58,905
-295
-0.5% -$6.17K 0.18% 46
2017
Q2 		$1.02M Buy
59,200
+295
+0.5% +$6.07K 0.17% 48
2017
Q1 		$1M Sell
58,905
-1,675
-3% -$34.2K 0.19% 45
2016
Q4 		$1.03M Hold
60,580
– – 0.2% 45
2016
Q3 		$969K Sell
60,580
-1,150
-2% -$21.4K 0.19% 48
2016
Q2 		$955K Sell
61,730
-1,225
-2% -$22K 0.19% 43
2016
Q1 		$948K Buy
62,955
+14,560
+30% +$243K 0.16% 50
2015
Q4 		$840K Sell
48,395
-335
-0.7% -$5.9K 0.15% 51
2015
Q3 		$808K Sell
48,730
-565
-1% -$9.95K 0.16% 49
2015
Q2 		$894K Hold
49,295
– – 0.17% 50
2015
Q1 		$900 Sell
49,295
-6,200
-11% -$113K 0.17% 51
2014
Q4 		$1.01M Hold
55,495
– – 0.2% 46
2014
Q3 		$976K Buy
55,495
+6,825
+14% +$121K 0.2% 46
2014
Q2 		$861K Buy
+48,670
New +$838K 0.18% 51
2014
Q1 		– Sell
-59,690
Closed -$990K – 128
2013
Q4 		$990K Hold
59,690
– – 0.22% 45
2013
Q3 		$901K Sell
59,690
-2,490
-4% -$37.6K 0.22% 46
2013
Q2 		$895K Buy
+62,180
New +$897K 0.23% 46

Other funds holding PRF

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
KA
Klingman & Associates New York $2.35B AUM 23.18% 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

Welch Group's PRF Position: Q2 2026 in Review

Welch Group reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.76% in Q2 2026, selling an estimated $3.7K and leaving 9,285 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #188.

Welch Group first reported a position in PRF in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.11M in Q4 2017. 245 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Welch Group held 9,285 shares of Invesco FTSE RAFI US 1000 ETF worth $502K as of Q2 2026.
  • Welch Group sold 71 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $3.7K.
  • Invesco FTSE RAFI US 1000 ETF made up 0.02% of Welch Group's portfolio in Q2 2026, its #188 holding.
  • Welch Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2013 and has held it in 51 quarters since.
  • Welch Group's Invesco FTSE RAFI US 1000 ETF position peaked at $1.11M in Q4 2017.
  • 245 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.