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PRFZ icon

Arlington Trust’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Arlington Trust’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 		– Sell
-32
Closed -$1.47K – 857
2025
Q4 		$1.47K Hold
32
– – ﹤0.01% 414
2025
Q3 		$1.45K Hold
32
– – ﹤0.01% 566
2025
Q2 		$1.3K Hold
32
– – ﹤0.01% 581
2025
Q1 		$1.21K Hold
32
– – ﹤0.01% 600
2024
Q4 		$1.33K Hold
32
– – ﹤0.01% 539
2024
Q3 		$1.33K Hold
32
– – ﹤0.01% 539
2024
Q2 		$1.22K Hold
32
– – ﹤0.01% 519
2024
Q1 		$1.26K Hold
32
– – ﹤0.01% 468
2023
Q4 		$1.2K Hold
32
– – ﹤0.01% 792
2023
Q3 		$1.06K Buy
+32
New +$1.11K ﹤0.01% 300

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Arlington Trust's PRFZ Position: Q1 2026 in Review

Arlington Trust sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026, closing a stake of 32 shares — an estimated $1.47K sold.

Arlington Trust first reported a position in PRFZ in Q3 2023 and held it in 10 quarters. The position peaked at $1.47K in Q4 2025. 321 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Arlington Trust reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2026 after selling out during the quarter.
  • Arlington Trust sold 32 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $1.47K.
  • Arlington Trust first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2023 and held it in 10 quarters.
  • Arlington Trust's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1.47K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Arlington Trust's 13F filing for Q1 2026, filed 8 Apr 2026.