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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
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

Williams & Novak's PRF Position: Q2 2026 in Review

Williams & Novak increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 385% in Q2 2026, buying an estimated $1.18M and bringing the position to 28,618 shares worth $1.55M. The position accounts for 1.02% of the portfolio, ranked #27.

Williams & Novak first reported a position in PRF in Q1 2026 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

  • Williams & Novak held 28,618 shares of Invesco FTSE RAFI US 1000 ETF worth $1.55M as of Q2 2026.
  • Williams & Novak bought 22,713 Invesco FTSE RAFI US 1000 ETF shares in Q2 2026, an estimated $1.18M.
  • Invesco FTSE RAFI US 1000 ETF made up 1.02% of Williams & Novak's portfolio in Q2 2026, its #27 holding.
  • Williams & Novak first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.