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

Arax Advisory Partners’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	$562K	Sell	10,086 -852	-8%	-$43.4K	﹤0.01%	1572
2026 Q1	$502K	Buy	10,938 +3	+0%	+$143	0.01%	642
2025 Q4	$502K	Buy	+10,935	New	+$500K	0.01%	586
2025 Q3	–	Sell	-9,067	Closed	-$369K	–	4114
2025 Q2	$369K	Sell	9,067 -5,683	-39%	-$217K	0.02%	478
2025 Q1	$558K	Buy	+14,750	New	+$605K	0.04%	288
2020 Q3	–	Sell	-1,535	Closed	-$34K	–	707
2020 Q2	$34K	Hold	1,535	–	–	0.01%	415
2020 Q1	$27K	Buy	+1,535	New	+$37.1K	0.01%	427

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

Arax Advisory Partners's PRFZ Position: Q2 2026 in Review

Arax Advisory Partners reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 7.8% in Q2 2026, selling an estimated $43.4K and leaving 10,086 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Arax Advisory Partners first reported a position in PRFZ in Q1 2020 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Arax Advisory Partners held 10,086 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $562K as of Q2 2026.
Arax Advisory Partners sold 852 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $43.4K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1572 holding.
Arax Advisory Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2020 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.