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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Avidian Wealth Enterprises's PRFZ Position: Q1 2026 in Review

Avidian Wealth Enterprises held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 4,961 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #614.

Avidian Wealth Enterprises first reported a position in PRFZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $228K in Q4 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Avidian Wealth Enterprises held 4,961 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $228K as of Q1 2026.
Avidian Wealth Enterprises left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #614 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 4 quarters since.
Avidian Wealth Enterprises's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $228K in Q4 2025.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.