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

Ancora 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 Q1	$234K	Hold	5,100	–	–	0.01%	681
2025 Q4	$234K	Hold	5,100	–	–	﹤0.01%	706
2025 Q3	$232K	Hold	5,100	–	–	﹤0.01%	691
2025 Q2	$207K	Hold	5,100	–	–	﹤0.01%	714
2025 Q1	$193K	Buy	5,100 +500	+11%	+$20.5K	﹤0.01%	716
2024 Q4	$191K	Hold	4,600	–	–	﹤0.01%	719
2024 Q3	$191K	Hold	4,600	–	–	﹤0.01%	702
2024 Q2	$175K	Sell	4,600 -1,200	-21%	-$45.7K	﹤0.01%	695
2024 Q1	$228K	Buy	5,800 +4,050	+231%	+$151K	0.01%	653
2023 Q4	$65.6K	Hold	1,750	–	–	﹤0.01%	876
2023 Q3	$57.7K	Hold	1,750	–	–	﹤0.01%	883
2023 Q2	$60.1K	Hold	1,750	–	–	﹤0.01%	866
2023 Q1	$57.6K	Hold	1,750	–	–	﹤0.01%	881
2022 Q4	$55K	Hold	1,750	–	–	﹤0.01%	947
2022 Q3	$51K	Hold	1,750	–	–	﹤0.01%	1065
2022 Q2	$54K	Hold	1,750	–	–	﹤0.01%	1134
2022 Q1	$64K	Hold	1,750	–	–	﹤0.01%	1152
2021 Q4	$67K	Hold	1,750	–	–	﹤0.01%	1145
2021 Q3	$64K	Hold	1,750	–	–	﹤0.01%	1104
2021 Q2	$65K	Hold	1,750	–	–	﹤0.01%	1010
2021 Q1	$62K	Hold	1,750	–	–	﹤0.01%	995
2020 Q4	$53K	Hold	1,750	–	–	﹤0.01%	870
2020 Q3	$41K	Hold	1,750	–	–	﹤0.01%	895
2020 Q2	$39K	Hold	1,750	–	–	﹤0.01%	872
2020 Q1	$31K	Hold	1,750	–	–	﹤0.01%	981
2019 Q4	$48K	Buy	+1,750	New	+$46.1K	﹤0.01%	900
2018 Q4	–	Sell	-1,750	Closed	-$50K	–	1047
2018 Q3	$50K	Buy	+1,750	New	+$50K	﹤0.01%	894
2017 Q1	–	Sell	-1,750	Closed	-$40K	–	979
2016 Q4	$40K	Buy	+1,750	New	+$38.2K	﹤0.01%	812

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Ancora Advisors's PRFZ Position: Q1 2026 in Review

Ancora Advisors held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 5,100 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #681.

Ancora Advisors first reported a position in PRFZ in Q4 2016 and has held it in 28 quarters since. The position peaked at $234K in Q4 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Ancora Advisors held 5,100 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $234K as of Q1 2026.
Ancora Advisors left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #681 holding.
Ancora Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2016 and has held it in 28 quarters since.
Ancora Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $234K in Q4 2025.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.