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

Avidian Wealth Enterprises’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 Q3	$260K	Hold	4,961	–	–	0.01%	646
2026 Q2	$277K	Hold	4,961	–	–	0.01%	616
2026 Q1	$228K	Hold	4,961	–	–	0.01%	614
2025 Q4	$228K	Hold	4,961	–	–	0.01%	533
2025 Q3	$225K	Hold	4,961	–	–	0.01%	534
2025 Q2	$202K	Buy	+4,961	New	+$189K	0.01%	533

Other funds holding PRFZ

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Avidian Wealth Enterprises's PRFZ Position: Q3 2026 in Review

Avidian Wealth Enterprises held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2026 at 4,961 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #646.

Avidian Wealth Enterprises first reported a position in PRFZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $277K in Q2 2026. 87 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

Avidian Wealth Enterprises held 4,961 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $260K as of Q3 2026.
Avidian Wealth Enterprises left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q3 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #646 holding.
Avidian Wealth Enterprises first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2025 and has held it in 6 quarters since.
Avidian Wealth Enterprises's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $277K in Q2 2026.
87 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.