CBIZ Investment Advisory Services’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

CBIZ Investment Advisory Services’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	–	Sell	-1,790	Closed	-$82.1K	–	668
2025 Q4	$82.1K	Hold	1,790	–	–	﹤0.01%	101
2025 Q3	$81.3K	Hold	1,790	–	–	﹤0.01%	90
2025 Q2	$72.8K	Hold	1,790	–	–	﹤0.01%	97
2025 Q1	$67.8K	Hold	1,790	–	–	﹤0.01%	99
2024 Q4	$74.5K	Hold	1,790	–	–	﹤0.01%	92
2024 Q3	$74.4K	Hold	1,790	–	–	﹤0.01%	87
2024 Q2	$68.3K	Buy	+1,790	New	+$68.2K	﹤0.01%	89

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

CBIZ Investment Advisory Services's PRFZ Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026, closing a stake of 1,790 shares — an estimated $82.1K sold.

CBIZ Investment Advisory Services first reported a position in PRFZ in Q2 2024 and held it in 7 quarters. The position peaked at $82.1K in Q4 2025. 321 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

CBIZ Investment Advisory Services reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2026 after selling out during the quarter.
CBIZ Investment Advisory Services sold 1,790 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $82.1K.
CBIZ Investment Advisory Services first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2024 and held it in 7 quarters.
CBIZ Investment Advisory Services's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $82.1K in Q4 2025.
321 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.