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 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

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

Avidian Wealth Enterprises's PRFZ Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 4,961 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #616.

Avidian Wealth Enterprises first reported a position in PRFZ in Q2 2025 and has held it in 5 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Avidian Wealth Enterprises held 4,961 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $277K as of Q2 2026.
Avidian Wealth Enterprises left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #616 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 5 quarters since.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.