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

Bristlecone 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
2025 Q3	–	Sell	-391	Closed	-$15.9K	–	279
2025 Q2	$15.9K	Buy	391 +1	+0.3%	+$38	﹤0.01%	279
2025 Q1	$14.8K	Hold	390	–	–	﹤0.01%	347
2024 Q4	$16.2K	Buy	390 +2	+0.5%	+$86	﹤0.01%	340
2024 Q3	$16.1K	Buy	+388	New	+$15.6K	﹤0.01%	346

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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 $570B AUM 27.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Bristlecone Advisors's PRFZ Position: Q3 2025 in Review

Bristlecone Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2025, closing a stake of 391 shares — an estimated $15.9K sold.

Bristlecone Advisors first reported a position in PRFZ in Q3 2024 and held it in 4 quarters. The position peaked at $16.2K in Q4 2024. 294 funds tracked by Wall St. Rank hold PRFZ as of Q3 2025.

Bristlecone Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 391 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2025, an estimated $15.9K.
Bristlecone Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2024 and held it in 4 quarters.
Bristlecone Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $16.2K in Q4 2024.
294 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.