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

Capital Investment 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
Q1 		$477K Buy
10,409
+4,928
+90% +$235K 0.01% 502
2025
Q4 		$252K Buy
5,481
+1,074
+24% +$49.1K ﹤0.01% 642
2025
Q3 		$200K Buy
+4,407
New +$191K ﹤0.01% 692

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 $377B AUM 19.32% 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 $768M AUM 14.21% 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

Capital Investment Advisors's PRFZ Position: Q1 2026 in Review

Capital Investment Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 90% in Q1 2026, buying an estimated $235K and bringing the position to 10,409 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #502.

Capital Investment Advisors first reported a position in PRFZ in Q3 2025 and has held it in 3 quarters since. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Capital Investment Advisors held 10,409 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $477K as of Q1 2026.
  • Capital Investment Advisors bought 4,928 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $235K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #502 holding.
  • Capital Investment Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2025 and has held it in 3 quarters since.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.