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

Yoder 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
Q1 		$3.65M Sell
76,780
-483
-0.6% -$23.5K 1.66% 20
2025
Q4 		$3.63M Sell
77,263
-895
-1% -$41.2K 1.65% 18
2025
Q3 		$3.53M Hold
78,158
– – 1.67% 18
2025
Q2 		$3.3M Sell
78,158
-62
-0.1% -$2.48K 1.72% 19
2025
Q1 		$3.16M Sell
78,220
-5,325
-6% -$220K 1.78% 17
2024
Q4 		$3.37M Hold
83,545
– – 1.86% 17
2024
Q3 		$3.39M Sell
83,545
-670
-0.8% -$26.3K 2.04% 13
2024
Q2 		$3.2M Sell
84,215
-1,758
-2% -$66.3K 2.07% 13
2024
Q1 		$3.31M Sell
85,973
-3,796
-4% -$138K 2.16% 13
2023
Q4 		$3.16M Sell
89,769
-7,246
-7% -$238K 2.23% 12
2023
Q3 		$3.09M Hold
97,015
– – 2.55% 11
2023
Q2 		$3.18M Hold
97,015
– – 2.5% 11
2023
Q1 		$3.04M Buy
+97,015
New +$3.07M 2.53% 11

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

Yoder Wealth Management's PRF Position: Q1 2026 in Review

Yoder Wealth Management reduced its Invesco FTSE RAFI US 1000 ETF (PRF) stake by 0.63% in Q1 2026, selling an estimated $23.5K and leaving 76,780 shares worth $3.65M. The position accounts for 1.66% of the portfolio, ranked #20.

Yoder Wealth Management first reported a position in PRF in Q1 2023 and has held it in 13 quarters since. 559 funds tracked by Wall St. Rank hold PRF as of Q1 2026.

  • Yoder Wealth Management held 76,780 shares of Invesco FTSE RAFI US 1000 ETF worth $3.65M as of Q1 2026.
  • Yoder Wealth Management sold 483 Invesco FTSE RAFI US 1000 ETF shares in Q1 2026, an estimated $23.5K.
  • Invesco FTSE RAFI US 1000 ETF made up 1.66% of Yoder Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Yoder Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2023 and has held it in 13 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.