Williams Jones Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Williams Jones Wealth Management’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	$222K	Buy	+4,115	New	+$214K	﹤0.01%	503

Other funds holding PRF

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

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Williams Jones Wealth Management's PRF Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2026: 4,115 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings.

328 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Williams Jones Wealth Management held 4,115 shares of Invesco FTSE RAFI US 1000 ETF worth $222K as of Q2 2026.
Invesco FTSE RAFI US 1000 ETF was a new Williams Jones Wealth Management position in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #503 holding.
328 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.