AAS
PRFZ icon

Avantax Advisory Services’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Avantax Advisory Services’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
Q2 		$22.1M Buy
543,852
+37,931
+7% +$1.45M 0.12% 134
2025
Q1 		$19.2M Buy
505,921
+95,537
+23% +$3.92M 0.12% 133
2024
Q4 		$17.1M Buy
410,384
+38,202
+10% +$1.64M 0.11% 151
2024
Q3 		$15.5M Buy
372,182
+45,278
+14% +$1.82M 0.1% 154
2024
Q2 		$12.5M Buy
326,904
+33,399
+11% +$1.27M 0.09% 175
2024
Q1 		$11.5M Buy
293,505
+26,356
+10% +$982K 0.1% 152
2023
Q4 		$10M Buy
267,149
+50,440
+23% +$1.69M 0.1% 164
2023
Q3 		$7.15M Buy
216,709
+24,814
+13% +$863K 0.08% 194
2023
Q2 		$6.59M Buy
191,895
+7,375
+4% +$240K 0.08% 203
2023
Q1 		$6.07M Buy
184,520
+1,900
+1% +$63.9K 0.07% 208
2022
Q4 		$5.79M Sell
182,620
-3,155
-2% -$101K 0.08% 200
2022
Q3 		$5.41M Buy
185,775
+2,445
+1% +$79.5K 0.08% 186
2022
Q2 		$5.62M Buy
183,330
+36,745
+25% +$1.22M 0.08% 175
2022
Q1 		$5.36M Buy
146,585
+11,780
+9% +$428K 0.07% 193
2021
Q4 		$5.17M Buy
134,805
+1,940
+1% +$73.9K 0.08% 192
2021
Q3 		$4.85M Buy
132,865
+6,980
+6% +$255K 0.08% 180
2021
Q2 		$4.71M Buy
125,885
+1,660
+1% +$60.9K 0.09% 180
2021
Q1 		$4.38M Sell
124,225
-4,495
-3% -$153K 0.09% 171
2020
Q4 		$3.89M Sell
128,720
-43,975
-25% -$1.19M 0.09% 162
2020
Q3 		$4.05M Buy
172,695
+52,750
+44% +$1.25M 0.06% 234
2020
Q2 		$2.68M Sell
119,945
-3,890
-3% -$79.8K 0.08% 179
2020
Q1 		$2.22M Buy
123,835
+33,010
+36% +$798K 0.07% 176
2019
Q4 		$2.48M Buy
+90,825
New +$2.39M 0.06% 182

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Avantax Advisory Services's PRFZ Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 7.5% in Q2 2025, buying an estimated $1.45M and bringing the position to 543,852 shares worth $22.1M. The position accounts for 0.12% of the portfolio, ranked #134.

Avantax Advisory Services first reported a position in PRFZ in Q4 2019 and has held it in 23 quarters since. 285 funds tracked by Wall St. Rank hold PRFZ as of Q2 2025.

  • Avantax Advisory Services held 543,852 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $22.1M as of Q2 2025.
  • Avantax Advisory Services bought 37,931 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2025, an estimated $1.45M.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.12% of Avantax Advisory Services's portfolio in Q2 2025, its #134 holding.
  • Avantax Advisory Services first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2019 and has held it in 23 quarters since.
  • 285 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.