BJL
PRFZ icon

Brighton Jones LLC’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Brighton Jones LLC’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 		$1.13M Buy
+24,534
New +$1.17M 0.02% 425
2025
Q4 		– Sell
-25,751
Closed -$1.17M – 723
2025
Q3 		$1.17M Sell
25,751
-60
-0.2% -$2.6K 0.03% 356
2025
Q2 		$1.05M Buy
25,811
+1,520
+6% +$58K 0.03% 308
2025
Q1 		$920K Sell
24,291
-886
-4% -$36.3K 0.03% 277
2024
Q4 		$1.05M Sell
25,177
-55
-0.2% -$2.35K 0.03% 248
2024
Q3 		$1.05M Buy
25,232
+297
+1% +$11.9K 0.04% 211
2024
Q2 		$951K Buy
24,935
+3,066
+14% +$117K 0.03% 234
2024
Q1 		$859K Buy
21,869
+2,954
+16% +$110K 0.03% 250
2023
Q4 		$709K Buy
18,915
+34
+0.2% +$1.14K 0.03% 252
2023
Q3 		$623K Sell
18,881
-234
-1% -$8.14K 0.03% 248
2023
Q2 		$657K Buy
19,115
+400
+2% +$13K 0.03% 252
2023
Q1 		$616K Buy
18,715
+175
+0.9% +$5.89K 0.04% 247
2022
Q4 		$587K Sell
18,540
-2,540
-12% -$81.4K 0.04% 222
2022
Q3 		$614K Buy
21,080
+525
+3% +$17.1K 0.04% 212
2022
Q2 		$630K Buy
20,555
+30
+0.1% +$999 0.04% 209
2022
Q1 		$750K Buy
20,525
+25
+0.1% +$907 0.03% 215
2021
Q4 		$786K Buy
20,500
+30
+0.1% +$1.14K 0.04% 201
2021
Q3 		$747K Buy
20,470
+25
+0.1% +$915 0.04% 198
2021
Q2 		$764K Buy
20,445
+5,570
+37% +$204K 0.04% 193
2021
Q1 		$525K Buy
14,875
+10
+0.1% +$341 0.03% 227
2020
Q4 		$449K Buy
14,865
+10
+0.1% +$271 0.03% 227
2020
Q3 		$348K Buy
14,855
+15
+0.1% +$355 0.02% 235
2020
Q2 		$332K Buy
14,840
+15
+0.1% +$308 0.03% 211
2020
Q1 		$265K Sell
14,825
-100
-0.7% -$2.42K 0.03% 226
2019
Q4 		$408K Buy
14,925
+625
+4% +$16.5K 0.04% 196
2019
Q3 		$363K Sell
14,300
-590
-4% -$14.9K 0.04% 203
2019
Q2 		$380K Buy
14,890
+15
+0.1% +$383 0.04% 193
2019
Q1 		$380K Buy
14,875
+10
+0.1% +$253 0.05% 195
2018
Q4 		$338K Buy
14,865
+155
+1% +$3.94K 0.05% 182
2018
Q3 		$418K Buy
14,710
+20
+0.1% +$571 0.05% 168
2018
Q2 		$409K Sell
14,690
-5,370
-27% -$146K 0.05% 193
2018
Q1 		$517K Sell
20,060
-5,965
-23% -$156K 0.07% 150
2017
Q4 		$676K Sell
26,025
-1,305
-5% -$33.4K 0.08% 124
2017
Q3 		$685K Buy
27,330
+50
+0.2% +$1.19K 0.09% 120
2017
Q2 		$646K Buy
+27,280
New +$638K 0.09% 116
2016
Q4 		– Sell
-11,765
Closed -$248K – 181
2016
Q3 		$248K Buy
11,765
+25
+0.2% +$516 0.04% 201
2016
Q2 		$228K Buy
11,740
+15
+0.1% +$289 0.04% 178
2016
Q1 		$221K Buy
11,725
+30
+0.3% +$527 0.04% 187
2015
Q4 		$220K Sell
11,695
-3,535
-23% -$68.2K 0.04% 184
2015
Q3 		$279K Buy
15,230
+5,250
+53% +$103K 0.06% 150
2015
Q2 		$207K Buy
+9,980
New +$210K 0.05% 179
2014
Q3 		– Sell
-19,370
Closed -$391K – 212
2014
Q2 		$391K Buy
19,370
+2,085
+12% +$40.6K 0.09% 118
2014
Q1 		$343K Buy
17,285
+1,585
+10% +$30.7K 0.08% 124
2013
Q4 		$307K Buy
+15,700
New +$292K 0.07% 130

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 $445B AUM 25.58% 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 $883M AUM 17.9% 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

Brighton Jones LLC's PRFZ Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026: 24,534 shares worth $1.13M. The stake represents 0.02% of the portfolio and ranks #425 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in PRFZ as recently as Q3 2025.

Brighton Jones LLC first reported a position in PRFZ in Q4 2013 and has held it in 44 quarters since. The position peaked at $1.17M in Q3 2025. 320 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Brighton Jones LLC held 24,534 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $1.13M as of Q1 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Brighton Jones LLC position in Q1 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Brighton Jones LLC's portfolio in Q1 2026, its #425 holding.
  • Brighton Jones LLC first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2013 and has held it in 44 quarters since.
  • Brighton Jones LLC's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1.17M in Q3 2025.
  • 320 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.