AIMZ Investment Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

AIMZ Investment Advisors’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	$586K	Hold	10,500	–	–	0.16%	96
2026 Q1	$482K	Hold	10,500	–	–	0.15%	95
2025 Q4	$482K	Hold	10,500	–	–	0.14%	98
2025 Q3	$477K	Hold	10,500	–	–	0.15%	91
2025 Q2	$427K	Hold	10,500	–	–	0.14%	95
2025 Q1	$398K	Hold	10,500	–	–	0.14%	99
2024 Q4	$437K	Hold	10,500	–	–	0.15%	93
2024 Q3	$436K	Hold	10,500	–	–	0.15%	92
2024 Q2	$400K	Hold	10,500	–	–	0.14%	94
2024 Q1	$412K	Hold	10,500	–	–	0.15%	89
2023 Q4	$394K	Hold	10,500	–	–	0.16%	87
2023 Q3	$346K	Hold	10,500	–	–	0.15%	88
2023 Q2	$361K	Hold	10,500	–	–	0.16%	89
2023 Q1	$345K	Hold	10,500	–	–	0.15%	88
2022 Q4	$333K	Hold	10,500	–	–	0.16%	89
2022 Q3	$306K	Hold	10,500	–	–	0.15%	89
2022 Q2	$322K	Hold	10,500	–	–	0.15%	91
2022 Q1	$384K	Hold	10,500	–	–	0.16%	90
2021 Q4	$403K	Hold	10,500	–	–	0.16%	91
2021 Q3	$383K	Hold	10,500	–	–	0.17%	89
2021 Q2	$392K	Hold	10,500	–	–	0.18%	86
2021 Q1	$370K	Hold	10,500	–	–	0.18%	87
2020 Q4	$317K	Hold	10,500	–	–	0.17%	89
2020 Q3	$246K	Hold	10,500	–	–	0.15%	87
2020 Q2	$235K	Buy	+10,500	New	+$216K	0.15%	88
2020 Q1	–	Sell	-10,500	Closed	-$287K	–	96
2019 Q4	$287K	Hold	10,500	–	–	0.19%	84
2019 Q3	$267K	Hold	10,500	–	–	0.18%	83
2019 Q2	$268K	Hold	10,500	–	–	0.18%	83
2019 Q1	$268K	Hold	10,500	–	–	0.18%	85
2018 Q4	$239K	Hold	10,500	–	–	0.18%	84
2018 Q3	$299K	Hold	10,500	–	–	0.19%	87
2018 Q2	$292K	Hold	10,500	–	–	0.21%	86
2018 Q1	$271K	Hold	10,500	–	–	0.2%	90
2017 Q4	$273K	Hold	10,500	–	–	0.21%	88
2017 Q3	$263K	Hold	10,500	–	–	0.22%	86
2017 Q2	$248K	Hold	10,500	–	–	0.21%	91
2017 Q1	$244K	Hold	10,500	–	–	0.21%	89
2016 Q4	$242K	Buy	10,500 +500	+5%	+$10.9K	0.22%	88
2016 Q3	$211K	Buy	+10,000	New	+$206K	0.19%	90
2016 Q2	–	Sell	-11,800	Closed	-$223K	–	95
2016 Q1	$223K	Hold	11,800	–	–	0.2%	87
2015 Q4	$222K	Hold	11,800	–	–	0.2%	88
2015 Q3	$216K	Hold	11,800	–	–	0.2%	87
2015 Q2	$245K	Hold	11,800	–	–	0.21%	85
2015 Q1	$245K	Hold	11,800	–	–	0.21%	86
2014 Q4	$238K	Buy	+11,800	New	+$229K	0.21%	83

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

AIMZ Investment Advisors's PRFZ Position: Q2 2026 in Review

AIMZ Investment Advisors held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 10,500 shares worth $586K. The position accounts for 0.16% of the portfolio, ranked #96.

AIMZ Investment Advisors first reported a position in PRFZ in Q4 2014 and has held it in 45 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

AIMZ Investment Advisors held 10,500 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $586K as of Q2 2026.
AIMZ Investment Advisors left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.16% of AIMZ Investment Advisors's portfolio in Q2 2026, its #96 holding.
AIMZ Investment Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2014 and has held it in 45 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.