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

Aspect 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
2025 Q4	–	Sell	-420	Closed	-$19.1K	–	751
2025 Q3	$19.1K	Hold	420	–	–	0.01%	231
2025 Q2	$17.1K	Sell	420 -12	-3%	-$458	0.01%	230
2025 Q1	$16.4K	Buy	432 +12	+3%	+$492	0.01%	211
2024 Q4	$17.5K	Hold	420	–	–	0.01%	215
2024 Q3	$17.5K	Hold	420	–	–	0.01%	208
2024 Q2	$16K	Hold	420	–	–	0.01%	210
2024 Q1	$16.5K	Hold	420	–	–	0.01%	208
2023 Q4	$15.7K	Buy	+420	New	+$14.1K	0.01%	202

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

SFGP

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

Aspect Partners's PRFZ Position: Q4 2025 in Review

Aspect Partners sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2025, closing a stake of 420 shares — an estimated $19.1K sold.

Aspect Partners first reported a position in PRFZ in Q4 2023 and held it in 8 quarters. The position peaked at $19.1K in Q3 2025. 316 funds tracked by Wall St. Rank hold PRFZ as of Q4 2025.

Aspect Partners reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2025 after selling out during the quarter.
Aspect Partners sold 420 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2025, an estimated $19.1K.
Aspect Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2023 and held it in 8 quarters.
Aspect Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $19.1K in Q3 2025.
316 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2025.

Based on Aspect Partners's 13F filing for Q4 2025, filed 23 Jan 2026.