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 Q2	$135K	Sell	2,420 -1,920	-44%	-$97.8K	0.01%	209
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 $1.55T 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $672B AUM 33.48% 1-Year Est. Return

SFGP

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

Center for Financial Planning's PRFZ Position: Q2 2026 in Review

Center for Financial Planning reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 44% in Q2 2026, selling an estimated $97.8K and leaving 2,420 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #209.

Center for Financial Planning first reported a position in PRFZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $199K in Q4 2025. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Center for Financial Planning held 2,420 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $135K as of Q2 2026.
Center for Financial Planning sold 1,920 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $97.8K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #209 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 22 quarters since.
Center for Financial Planning's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $199K in Q4 2025.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.