Atria Investments’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Atria Investments’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	$1.03M	Buy	18,506 +5,370	+41%	+$273K	0.01%	1099
2026 Q1	$603K	Buy	13,136 +2,497	+23%	+$119K	0.01%	1342
2025 Q4	$488K	Buy	10,639 +1,607	+18%	+$73.4K	0.01%	1467
2025 Q3	$410K	Buy	+9,032	New	+$392K	﹤0.01%	1536

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

Atria Investments's PRFZ Position: Q2 2026 in Review

Atria Investments increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 41% in Q2 2026, buying an estimated $273K and bringing the position to 18,506 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1099.

Atria Investments first reported a position in PRFZ in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Atria Investments held 18,506 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $1.03M as of Q2 2026.
Atria Investments bought 5,370 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $273K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1099 holding.
Atria Investments first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2025 and has held it in 4 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.