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

BIP Wealth’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 		$225K Buy
+4,914
New +$234K 0.01% 423
2025
Q1 		– Sell
-4,973
Closed -$207K – 289
2024
Q4 		$207K Buy
+4,973
New +$213K 0.01% 253

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
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

BIP Wealth's PRFZ Position: Q1 2026 in Review

BIP Wealth opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026: 4,914 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: BIP Wealth previously reported a position in PRFZ as recently as Q4 2024.

BIP Wealth first reported a position in PRFZ in Q4 2024 and has held it in 2 quarters since. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • BIP Wealth held 4,914 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $225K as of Q1 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF was a new BIP Wealth position in Q1 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of BIP Wealth's portfolio in Q1 2026, its #423 holding.
  • BIP Wealth first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2024 and has held it in 2 quarters since.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.