Cassaday & Co Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Cassaday & Co 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 Q1	$20.3K	Buy	+443	New	+$21.1K	﹤0.01%	782

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

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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

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

Cassaday & Co Wealth Management's PRFZ Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026: 443 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #782 among its holdings.

319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Cassaday & Co Wealth Management held 443 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $20.3K as of Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #782 holding.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.