AEPWM
PRFZ icon

Atlantic Edge Private Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Atlantic Edge Private Wealth Management’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 		$149K Hold
2,680
– – 0.03% 160
2026
Q1 		$123K Hold
2,680
– – 0.03% 163
2025
Q4 		$123K Hold
2,680
– – 0.03% 164
2025
Q3 		$122K Hold
2,680
– – 0.03% 164
2025
Q2 		$109K Hold
2,680
– – 0.03% 162
2025
Q1 		$101K Hold
2,680
– – 0.03% 161
2024
Q4 		$112K Buy
2,680
+2,235
+502% +$95.7K 0.03% 159
2024
Q3 		$18.5K Hold
445
– – 0.01% 277
2024
Q2 		$17K Hold
445
– – 0.01% 270
2024
Q1 		$17.5K Hold
445
– – 0.01% 262
2023
Q4 		$16.7K Buy
+445
New +$14.9K 0.01% 252

Other funds holding PRFZ

AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $333M AUM

Atlantic Edge Private Wealth Management's PRFZ Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 2,680 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #160.

Atlantic Edge Private Wealth Management first reported a position in PRFZ in Q4 2023 and has held it in 11 quarters since. 142 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 2,680 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $149K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.03% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2023 and has held it in 11 quarters since.
  • 142 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.