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

Atria Wealth Solutions’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 Q1	–	Sell	-8,191	Closed	-$341K	–	2040
2024 Q4	$341K	Buy	+8,191	New	+$351K	﹤0.01%	1465
2023 Q2	–	Sell	-9,925	Closed	-$327K	–	1963
2023 Q1	$327K	Hold	9,925	–	–	﹤0.01%	1364
2022 Q4	$314K	Buy	9,925 +2,025	+26%	+$64.9K	0.01%	1335
2022 Q3	$230K	Buy	+7,900	New	+$257K	﹤0.01%	1474

Other funds holding PRFZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's PRFZ Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2025, closing a stake of 8,191 shares — an estimated $341K sold.

Atria Wealth Solutions first reported a position in PRFZ in Q3 2022 and held it in 4 quarters. The position peaked at $341K in Q4 2024. 284 funds tracked by Wall St. Rank hold PRFZ as of Q1 2025.

Atria Wealth Solutions reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 8,191 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2025, an estimated $341K.
Atria Wealth Solutions first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2022 and held it in 4 quarters.
Atria Wealth Solutions's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $341K in Q4 2024.
284 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.