Bragg Financial Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Bragg Financial Advisors’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	$561K	Sell	10,055 -100	-1%	-$5.09K	0.02%	279
2026 Q1	$466K	Sell	10,155 -415	-4%	-$19.8K	0.01%	283
2025 Q4	$485K	Sell	10,570 -770	-7%	-$35.2K	0.02%	275
2025 Q3	$515K	Buy	11,340 +430	+4%	+$18.7K	0.02%	260
2025 Q2	$444K	Buy	10,910 +1,850	+20%	+$70.6K	0.02%	281
2025 Q1	$343K	Buy	+9,060	New	+$372K	0.01%	286

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

Bragg Financial Advisors's PRFZ Position: Q2 2026 in Review

Bragg Financial Advisors reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.98% in Q2 2026, selling an estimated $5.09K and leaving 10,055 shares worth $561K. The position accounts for 0.02% of the portfolio, ranked #279.

Bragg Financial Advisors first reported a position in PRFZ in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Bragg Financial Advisors held 10,055 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $561K as of Q2 2026.
Bragg Financial Advisors sold 100 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $5.09K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q2 2026, its #279 holding.
Bragg Financial Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2025 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.