Advisornet Financial’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Advisornet Financial’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	$13.1K	Buy	235 +58	+33%	+$2.95K	﹤0.01%	1504
2026 Q1	$8.12K	Hold	177	–	–	﹤0.01%	1604
2025 Q4	$8.12K	Hold	177	–	–	﹤0.01%	1614
2025 Q3	$8.04K	Buy	+177	New	+$7.68K	﹤0.01%	1583
2023 Q4	–	Sell	-90	Closed	-$2.97K	–	2475
2023 Q3	$2.97K	Buy	+90	New	+$3.13K	﹤0.01%	1544
2022 Q2	–	Sell	-2,050	Closed	-$75K	–	2083
2022 Q1	$75K	Hold	2,050	–	–	﹤0.01%	833
2021 Q4	$79K	Buy	+2,050	New	+$78.1K	﹤0.01%	884
2021 Q3	–	Sell	-870	Closed	-$33K	–	1977
2021 Q2	$33K	Hold	870	–	–	﹤0.01%	1113
2021 Q1	$31K	Hold	870	–	–	﹤0.01%	1070
2020 Q4	$26K	Hold	870	–	–	﹤0.01%	1055
2020 Q3	$20K	Hold	870	–	–	﹤0.01%	1101
2020 Q2	$19K	Hold	870	–	–	﹤0.01%	1129
2020 Q1	$16K	Hold	870	–	–	﹤0.01%	1135
2019 Q4	$24K	Hold	870	–	–	﹤0.01%	1134
2019 Q3	$22K	Hold	870	–	–	﹤0.01%	1163
2019 Q2	$22K	Hold	870	–	–	﹤0.01%	1032
2019 Q1	$22K	Hold	870	–	–	﹤0.01%	973
2018 Q4	$20K	Hold	870	–	–	﹤0.01%	930
2018 Q3	$25K	Sell	870 -120	-12%	-$3.43K	﹤0.01%	903
2018 Q2	$28K	Buy	+990	New	+$26.8K	﹤0.01%	864

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

Advisornet Financial's PRFZ Position: Q2 2026 in Review

Advisornet Financial increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 33% in Q2 2026, buying an estimated $2.95K and bringing the position to 235 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Advisornet Financial first reported a position in PRFZ in Q2 2018 and has held it in 20 quarters since. The position peaked at $79K in Q4 2021. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Advisornet Financial held 235 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $13.1K as of Q2 2026.
Advisornet Financial bought 58 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $2.95K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1504 holding.
Advisornet Financial first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2018 and has held it in 20 quarters since.
Advisornet Financial's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $79K in Q4 2021.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.