Center for Financial Planning’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Center for Financial Planning’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	$199K	Hold	4,340	–	–	0.02%	174
2025 Q4	$199K	Hold	4,340	–	–	0.02%	173
2025 Q3	$197K	Hold	4,340	–	–	0.02%	171
2025 Q2	$177K	Hold	4,340	–	–	0.02%	173
2025 Q1	$164K	Hold	4,340	–	–	0.02%	170
2024 Q4	$181K	Hold	4,340	–	–	0.02%	159
2024 Q3	$180K	Sell	4,340 -70	-2%	-$2.81K	0.02%	155
2024 Q2	$168K	Hold	4,410	–	–	0.02%	155
2024 Q1	$173K	Sell	4,410 -200	-4%	-$7.45K	0.03%	157
2023 Q4	$173K	Hold	4,610	–	–	0.03%	147
2023 Q3	$152K	Hold	4,610	–	–	0.03%	147
2023 Q2	$158K	Hold	4,610	–	–	0.03%	146
2023 Q1	$152K	Hold	4,610	–	–	0.04%	143
2022 Q4	$146K	Sell	4,610 -160	-3%	-$5.13K	0.04%	140
2022 Q3	$139K	Hold	4,770	–	–	0.04%	141
2022 Q2	$146K	Hold	4,770	–	–	0.04%	138
2022 Q1	$174K	Sell	4,770 -340	-7%	-$12.3K	0.04%	140
2021 Q4	$196K	Hold	5,110	–	–	0.04%	131
2021 Q3	$187K	Hold	5,110	–	–	0.05%	130
2021 Q2	$191K	Sell	5,110 -120	-2%	-$4.4K	0.05%	130
2021 Q1	$184K	Buy	+5,230	New	+$179K	0.05%	129

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

Center for Financial Planning's PRFZ Position: Q1 2026 in Review

Center for Financial Planning held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 4,340 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #174.

Center for Financial Planning first reported a position in PRFZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $199K in Q4 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Center for Financial Planning held 4,340 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $199K as of Q1 2026.
Center for Financial Planning left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Center for Financial Planning's portfolio in Q1 2026, its #174 holding.
Center for Financial Planning first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2021 and has held it in 21 quarters since.
Center for Financial Planning's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $199K in Q4 2025.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.