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

AE 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	$156K	Buy	2,789 +147	+6%	+$7.49K	﹤0.01%	1792
2026 Q1	$121K	Hold	2,642	–	–	﹤0.01%	1739
2025 Q4	$121K	Sell	2,642 -1	-0%	-$46	﹤0.01%	1644
2025 Q3	$120K	Sell	2,643 -5	-0.2%	-$217	﹤0.01%	1517
2025 Q2	$108K	Buy	2,648 +385	+17%	+$14.7K	﹤0.01%	1464
2025 Q1	$85.7K	Sell	2,263 -17	-0.7%	-$697	﹤0.01%	1480
2024 Q4	$94.9K	Buy	+2,280	New	+$97.6K	﹤0.01%	1444

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 $1.36B AUM 14.31% 1-Year Est. Return

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

AE Wealth Management increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 5.6% in Q2 2026, buying an estimated $7.49K and bringing the position to 2,789 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

AE Wealth Management first reported a position in PRFZ in Q4 2024 and has held it in 7 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

AE Wealth Management held 2,789 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $156K as of Q2 2026.
AE Wealth Management bought 147 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $7.49K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1792 holding.
AE Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2024 and has held it in 7 quarters since.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.