AWM
PRFZ icon

Abound Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Abound Wealth Management’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.3K Buy
920
+2
+0.2% +$102 0.01% 234
2026
Q1 		$42.1K Buy
918
+1
+0.1% +$48 0.01% 275
2025
Q4 		$42.1K Buy
917
+3
+0.3% +$137 0.01% 258
2025
Q3 		$41.5K Buy
914
+3
+0.3% +$130 0.01% 236
2025
Q2 		$37.1K Buy
911
+2
+0.2% +$76 0.01% 244
2025
Q1 		$34.4K Buy
909
+1
+0.1% +$41 0.01% 235
2024
Q4 		$37.8K Buy
908
+5
+0.6% +$214 0.01% 205
2024
Q3 		$37.5K Buy
903
+3
+0.3% +$120 0.01% 215
2024
Q2 		$34.3K Buy
900
+4
+0.4% +$152 0.01% 193
2024
Q1 		$35.2K Buy
896
+2
+0.2% +$74 0.01% 181
2023
Q4 		$33.5K Buy
894
+2
+0.2% +$67 0.01% 184
2023
Q3 		$29.4K Buy
892
+2
+0.2% +$70 0.01% 183
2023
Q2 		$30.5K Buy
890
+5
+0.6% +$163 0.01% 174
2023
Q1 		$29.1K Buy
885
+5
+0.6% +$168 0.01% 168
2022
Q4 		$27.9K Hold
880
– – 0.01% 161
2022
Q3 		$25.6K Buy
+880
New +$28.6K 0.01% 168

Other funds holding PRFZ

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return