Boston Standard Wealth Management
PRFZ icon

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

Boston Standard Wealth Management’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 		$2.11M Sell
40,300
-2,087
-5% -$114K 0.3% 23
2026
Q2 		$2.37M Buy
42,387
+896
+2% +$45.6K 0.34% 24
2026
Q1 		$1.92M Sell
41,491
-2,775
-6% -$132K 0.31% 25
2025
Q4 		$2.03M Sell
44,266
-85
-0.2% -$3.88K 0.34% 22
2025
Q3 		$2.01M Sell
44,351
-272
-0.6% -$11.8K 0.34% 23
2025
Q2 		$1.82M Buy
44,623
+3,372
+8% +$129K 0.33% 23
2025
Q1 		$1.57M Sell
41,251
-1,064
-3% -$43.6K 0.35% 22
2024
Q4 		$1.76M Sell
42,315
-208
-0.5% -$8.9K 0.34% 23
2024
Q3 		$1.77M Buy
42,523
+1,272
+3% +$51K 0.34% 23
2024
Q2 		$1.57M Buy
41,251
+349
+0.9% +$13.3K 0.35% 22
2024
Q1 		$1.61M Buy
40,902
+6,142
+18% +$229K 0.36% 23
2023
Q4 		$1.15M Hold
34,760
– – 0.3% 24
2023
Q3 		$1.15M Buy
34,760
+11,090
+47% +$386K 0.3% 24
2023
Q2 		$813K Buy
23,670
+5,720
+32% +$186K 0.21% 27
2023
Q1 		$591K Sell
17,950
-205
-1% -$6.9K 0.17% 27
2022
Q4 		$575K Buy
18,155
+95
+0.5% +$3.04K 0.17% 27
2022
Q3 		$526K Sell
18,060
-135
-0.7% -$4.39K 0.18% 25
2022
Q2 		$565K Buy
18,195
+885
+5% +$29.5K 0.18% 25
2022
Q1 		$632K Buy
17,310
+3,495
+25% +$127K 0.18% 27
2021
Q4 		$530K Buy
13,815
+155
+1% +$5.91K 0.15% 29
2021
Q3 		$499K Buy
13,660
+435
+3% +$15.9K 0.15% 29
2021
Q2 		$494K Buy
13,225
+315
+2% +$11.5K 0.15% 28
2021
Q1 		$452K Buy
12,910
+135
+1% +$4.61K 0.15% 27
2020
Q4 		$386K Buy
12,775
+130
+1% +$3.53K 0.14% 28
2020
Q3 		$296K Buy
12,645
+15
+0.1% +$355 0.12% 30
2020
Q2 		$282K Hold
12,630
– – 0.13% 30
2020
Q1 		$212K Buy
12,630
+25
+0.2% +$605 0.12% 31
2019
Q4 		$345K Buy
12,605
+25
+0.2% +$659 0.15% 28
2019
Q3 		$319K Sell
12,580
-1,720
-12% -$43.4K 0.15% 26
2019
Q2 		$365K Sell
14,300
-135
-0.9% -$3.45K 0.18% 27
2019
Q1 		$374K Sell
14,435
-740
-5% -$18.7K 0.19% 26
2018
Q4 		$345K Buy
15,175
+1,540
+11% +$39.1K 0.21% 25
2018
Q3 		$381K Buy
+13,635
New +$389K 0.21% 23
2018
Q1 		$355K Sell
13,775
-725
-5% -$19K 0.22% 26
2017
Q4 		$377K Sell
14,500
-1,410
-9% -$36K 0.24% 25
2017
Q3 		$399K Buy
15,910
+60
+0.4% +$1.43K 0.27% 17
2017
Q2 		$378K Sell
15,850
-390
-2% -$9.12K 0.26% 18
2017
Q1 		$378K Sell
16,240
-630
-4% -$14.7K 0.29% 19
2016
Q4 		$389K Sell
16,870
-7,305
-30% -$160K 0.31% 20
2016
Q3 		$510K Sell
24,175
-16,615
-41% -$343K 0.41% 18
2016
Q2 		$794K Sell
40,790
-60,595
-60% -$1.17M 0.69% 17
2016
Q1 		$1.91M Sell
101,385
-37,680
-27% -$662K 1.75% 12
2015
Q4 		$2.63M Sell
139,065
-67,160
-33% -$1.3M 2.6% 10
2015
Q3 		$3.72M Sell
206,225
-28,720
-12% -$564K 3.71% 9
2015
Q2 		$4.87M Buy
234,945
+5,835
+3% +$123K 4.55% 7
2015
Q1 		$4.84M Buy
229,110
+8,990
+4% +$182K 4.52% 7
2014
Q4 		$4.32M Buy
+220,120
New +$4.28M 4.27% 10

Other funds holding PRFZ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
First Foundation Advisors
First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NFP Retirement Inc
NFP Retirement Inc Aliso Viejo, California $1.88B AUM 9.68% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Traction Financial Partners
Traction Financial Partners Encampment, Wyoming $193M AUM 11.53% 1-Year Est. Return
Johnson & White Wealth Management
Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return

Boston Standard Wealth Management's PRFZ Position: Q3 2026 in Review

Boston Standard Wealth Management reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 4.9% in Q3 2026, selling an estimated $114K and leaving 40,300 shares worth $2.11M. The position accounts for 0.3% of the portfolio, ranked #23.

Boston Standard Wealth Management first reported a position in PRFZ in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.87M in Q2 2015. 284 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

  • Boston Standard Wealth Management held 40,300 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $2.11M as of Q3 2026.
  • Boston Standard Wealth Management sold 2,087 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2026, an estimated $114K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.3% of Boston Standard Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Boston Standard Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2014 and has held it in 47 quarters since.
  • Boston Standard Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $4.87M in Q2 2015.
  • 284 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Boston Standard Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.