Ameritas Advisory Services’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Ameritas Advisory Services’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	$272K	Buy	+4,885	New	+$249K	0.01%	986
2025 Q3	–	Sell	-275	Closed	-$11.2K	–	2721
2025 Q2	$11.2K	Buy	+275	New	+$10.5K	﹤0.01%	1965
2023 Q2	–	Sell	-275	Closed	-$8.9K	–	2034
2023 Q1	$8.9K	Buy	+275	New	+$9.25K	﹤0.01%	1933

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

Ameritas Advisory Services's PRFZ Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 4,885 shares worth $272K. The stake represents 0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in PRFZ as recently as Q2 2025.

Ameritas Advisory Services first reported a position in PRFZ in Q1 2023 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Ameritas Advisory Services held 4,885 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $272K as of Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Ameritas Advisory Services position in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #986 holding.
Ameritas Advisory Services first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2023 and has held it in 3 quarters since.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.