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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Abound Wealth Management's PRFZ Position: Q2 2026 in Review

Abound Wealth Management increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.22% in Q2 2026, buying an estimated $102 and bringing the position to 920 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #234.

Abound Wealth Management first reported a position in PRFZ in Q3 2022 and has held it in 16 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Abound Wealth Management held 920 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $51.3K as of Q2 2026.
Abound Wealth Management bought 2 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $102.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #234 holding.
Abound Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2022 and has held it in 16 quarters since.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.