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

Aviance Capital 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
2026
Q2 		$558K Buy
10,008
+2
+0% +$102 0.06% 244
2026
Q1 		$459K Buy
10,006
+3
+0% +$143 0.05% 249
2025
Q4 		$459K Buy
10,003
+3
+0% +$137 0.05% 251
2025
Q3 		$454K Sell
10,000
-172
-2% -$7.46K 0.05% 251
2025
Q2 		$414K Buy
10,172
+4
+0% +$153 0.05% 249
2025
Q1 		$385K Buy
10,168
+1
+0% +$41 0.05% 242
2024
Q4 		$423K Sell
10,167
-93
-0.9% -$3.98K 0.06% 225
2024
Q3 		$426K Buy
10,260
+4
+0% +$160 0.06% 235
2024
Q2 		$391K Sell
10,256
-149
-1% -$5.68K 0.06% 230
2024
Q1 		$409K Buy
10,405
+90
+0.9% +$3.35K 0.06% 225
2023
Q4 		$387K Sell
10,315
-500
-5% -$16.8K 0.08% 188
2023
Q3 		$357K Sell
10,815
-40
-0.4% -$1.39K 0.08% 191
2023
Q2 		$373K Sell
10,855
-55
-0.5% -$1.79K 0.08% 198
2023
Q1 		$359K Sell
10,910
-875
-7% -$29.4K 0.08% 199
2022
Q4 		$373K Buy
11,785
+435
+4% +$13.9K 0.09% 199
2022
Q3 		$331K Sell
11,350
-63,235
-85% -$2.06M 0.08% 197
2022
Q2 		$2.29M Sell
74,585
-2,995
-4% -$99.7K 0.51% 47
2022
Q1 		$2.83M Buy
77,580
+4,660
+6% +$169K 0.52% 50
2021
Q4 		$2.8M Sell
72,920
-115
-0.2% -$4.38K 0.47% 50
2021
Q3 		$2.67M Buy
73,035
+3,195
+5% +$117K 0.47% 50
2021
Q2 		$2.61M Sell
69,840
-275
-0.4% -$10.1K 0.46% 51
2021
Q1 		$2.47M Buy
70,115
+22,190
+46% +$758K 0.48% 53
2020
Q4 		$1.45M Buy
47,925
+1,150
+2% +$31.2K 0.29% 84
2020
Q3 		$1.09M Buy
46,775
+5,895
+14% +$139K 0.25% 106
2020
Q2 		$913K Buy
40,880
+605
+2% +$12.4K 0.23% 115
2020
Q1 		$720K Buy
40,275
+16,710
+71% +$404K 0.23% 115
2019
Q4 		$644K Buy
23,565
+8,060
+52% +$212K 0.16% 141
2019
Q3 		$394K Buy
+15,505
New +$391K 0.12% 170
2019
Q1 		– Sell
-23,210
Closed -$527K – 217
2018
Q4 		$527K Buy
23,210
+1,350
+6% +$34.3K 0.19% 141
2018
Q3 		$622K Buy
21,860
+2,665
+14% +$76.1K 0.15% 150
2018
Q2 		$534K Buy
+19,195
New +$520K 0.15% 160

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
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

Aviance Capital Partners's PRFZ Position: Q2 2026 in Review

Aviance Capital Partners increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.02% in Q2 2026, buying an estimated $102 and bringing the position to 10,008 shares worth $558K. The position accounts for 0.06% of the portfolio, ranked #244.

Aviance Capital Partners first reported a position in PRFZ in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.83M in Q1 2022. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Aviance Capital Partners held 10,008 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $558K as of Q2 2026.
  • Aviance Capital Partners bought 2 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $102.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.06% of Aviance Capital Partners's portfolio in Q2 2026, its #244 holding.
  • Aviance Capital Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2018 and has held it in 31 quarters since.
  • Aviance Capital Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $2.83M in Q1 2022.
  • 362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.