West Financial Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

West Financial Advisors’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	$1.93M	Sell	35,724 -67	-0.2%	-$3.49K	0.29%	32
2026 Q1	$1.7M	Sell	35,791 -33	-0.1%	-$1.6K	0.29%	32
2025 Q4	$1.68M	Sell	35,824 -703	-2%	-$32.4K	0.28%	31
2025 Q3	$1.65M	Sell	36,527 -453	-1%	-$19.8K	0.27%	32
2025 Q2	$1.56M	Hold	36,980	–	–	0.27%	32
2025 Q1	$1.49M	Hold	36,980	–	–	0.28%	31
2024 Q4	$1.49M	Hold	36,980	–	–	0.29%	31
2024 Q3	$1.5M	Sell	36,980 -4,960	-12%	-$194K	0.29%	32
2024 Q2	$1.59M	Hold	41,940	–	–	0.33%	31
2024 Q1	$1.61M	Sell	41,940 -2,659	-6%	-$96.6K	0.35%	29
2023 Q4	$1.57M	Sell	44,599 -461	-1%	-$15.1K	0.36%	29
2023 Q3	$1.43M	Sell	45,060 -985	-2%	-$32.5K	0.36%	26
2023 Q2	$1.51M	Sell	46,045 -750	-2%	-$23.7K	0.37%	26
2023 Q1	$1.47M	Sell	46,795 -12,145	-21%	-$385K	0.38%	26
2022 Q4	$1.83M	Hold	58,940	–	–	0.51%	21
2022 Q3	$1.64M	Sell	58,940 -150	-0.3%	-$4.61K	0.49%	22
2022 Q2	$1.75M	Sell	59,090 -1,075	-2%	-$34.5K	0.51%	20
2022 Q1	$2.06M	Sell	60,165 -2,705	-4%	-$91.5K	0.54%	19
2021 Q4	$2.16M	Hold	62,870	–	–	0.58%	17
2021 Q3	$1.99M	Sell	62,870 -2,400	-4%	-$77.6K	0.58%	17
2021 Q2	$2.09M	Sell	65,270 -2,120	-3%	-$67.5K	0.64%	17
2021 Q1	$2.04M	Hold	67,390	–	–	0.69%	16
2020 Q4	$1.79M	Buy	+67,390	New	+$1.68M	0.64%	17

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

West Financial Advisors's PRF Position: Q2 2026 in Review

West Financial Advisors reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.19% in Q2 2026, selling an estimated $3.49K and leaving 35,724 shares worth $1.93M. The position accounts for 0.29% of the portfolio, ranked #32.

West Financial Advisors first reported a position in PRF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.16M in Q4 2021. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

West Financial Advisors held 35,724 shares of Invesco FTSE RAFI US 1000 ETF worth $1.93M as of Q2 2026.
West Financial Advisors sold 67 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $3.49K.
Invesco FTSE RAFI US 1000 ETF made up 0.29% of West Financial Advisors's portfolio in Q2 2026, its #32 holding.
West Financial Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2020 and has held it in 23 quarters since.
West Financial Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $2.16M in Q4 2021.
586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.