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Williams & Novak’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Williams & Novak’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
Q3 		$1.93M Buy
35,499
+6,881
+24% +$381K 1.14% 23
2026
Q2 		$1.55M Buy
28,618
+22,713
+385% +$1.18M 1.02% 27
2026
Q1 		$282K Buy
+5,905
New +$287K 0.21% 88

Other funds holding PRF

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Williams & Novak's PRF Position: Q3 2026 in Review

Williams & Novak increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 24% in Q3 2026, buying an estimated $381K and bringing the position to 35,499 shares worth $1.93M. The position accounts for 1.14% of the portfolio, ranked #23.

Williams & Novak first reported a position in PRF in Q1 2026 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold PRF as of Q3 2026.

  • Williams & Novak held 35,499 shares of Invesco FTSE RAFI US 1000 ETF worth $1.93M as of Q3 2026.
  • Williams & Novak bought 6,881 Invesco FTSE RAFI US 1000 ETF shares in Q3 2026, an estimated $381K.
  • Invesco FTSE RAFI US 1000 ETF made up 1.14% of Williams & Novak's portfolio in Q3 2026, its #23 holding.
  • Williams & Novak first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2026 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.