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Wood Tarver Financial Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Wood Tarver Financial 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
Q1 		$12.3M Buy
257,812
+217,838
+545% +$10.6M 3.39% 6
2025
Q4 		$1.88M Buy
39,974
+14,715
+58% +$678K 0.53% 31
2025
Q3 		$1.14M Buy
25,259
+17,714
+235% +$774K 0.34% 50
2025
Q2 		$318K Buy
+7,545
New +$301K 0.1% 112

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wood Tarver Financial Group's PRF Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 545% in Q1 2026, buying an estimated $10.6M and bringing the position to 257,812 shares worth $12.3M. The position accounts for 3.39% of the portfolio, ranked #6.

Wood Tarver Financial Group first reported a position in PRF in Q2 2025 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Wood Tarver Financial Group held 257,812 shares of Invesco FTSE RAFI US 1000 ETF worth $12.3M as of Q1 2026.
  • Wood Tarver Financial Group bought 217,838 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $10.6M.
  • Invesco FTSE RAFI US 1000 ETF made up 3.39% of Wood Tarver Financial Group's portfolio in Q1 2026, its #6 holding.
  • Wood Tarver Financial Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.