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

BOK Financial Private 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	–	Sell	-189	Closed	-$8.67K	–	499
2025 Q4	$8.67K	Sell	189 -1,811	-91%	-$82.8K	﹤0.01%	394
2025 Q3	$90.8K	Hold	2,000	–	–	0.01%	211
2025 Q2	$81.3K	Hold	2,000	–	–	0.01%	220
2025 Q1	$75.7K	Hold	2,000	–	–	0.01%	227
2024 Q4	$83.2K	Hold	2,000	–	–	0.01%	223
2024 Q3	$83.1K	Hold	2,000	–	–	0.01%	220
2024 Q2	$76.3K	Hold	2,000	–	–	0.01%	222
2024 Q1	$78.6K	Buy	+2,000	New	+$74.5K	0.01%	221

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

SFGP

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

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

BOK Financial Private Wealth's PRFZ Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026, closing a stake of 189 shares — an estimated $8.67K sold.

BOK Financial Private Wealth first reported a position in PRFZ in Q1 2024 and held it in 8 quarters. The position peaked at $90.8K in Q3 2025. 321 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

BOK Financial Private Wealth reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2026 after selling out during the quarter.
BOK Financial Private Wealth sold 189 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $8.67K.
BOK Financial Private Wealth first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and held it in 8 quarters.
BOK Financial Private Wealth's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $90.8K in Q3 2025.
321 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.