Activest Wealth Management
PRFZ icon

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

Activest 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
Q3 		$13.6K Hold
259
– – ﹤0.01% 534
2026
Q2 		$14.4K Buy
259
+1
+0.4% +$51 ﹤0.01% 509
2026
Q1 		$11.8K Hold
258
– – ﹤0.01% 645
2025
Q4 		$11.8K Buy
+258
New +$11.8K ﹤0.01% 626

Other funds holding PRFZ

Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Activest Wealth Management's PRFZ Position: Q3 2026 in Review

Activest Wealth Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2026 at 259 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Activest Wealth Management first reported a position in PRFZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $14.4K in Q2 2026. 146 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

  • Activest Wealth Management held 259 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $13.6K as of Q3 2026.
  • Activest Wealth Management left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q3 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #534 holding.
  • Activest Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $14.4K in Q2 2026.
  • 146 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.