Cerity Partners
PRFZ icon

Cerity Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Cerity Partners’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 		$6.89M Buy
123,550
+2,933
+2% +$149K 0.01% 954
2026
Q1 		$5.53M Buy
120,617
+153
+0.1% +$7.29K 0.01% 959
2025
Q4 		$5.53M Sell
120,464
-999
-0.8% -$45.7K 0.01% 876
2025
Q3 		$5.52M Sell
121,463
-10,433
-8% -$453K 0.01% 811
2025
Q2 		$5.36M Buy
131,896
+1,197
+0.9% +$45.7K 0.01% 771
2025
Q1 		$4.95M Buy
130,699
+3,539
+3% +$145K 0.01% 739
2024
Q4 		$5.29M Sell
127,160
-7,785
-6% -$333K 0.01% 690
2024
Q3 		$5.61M Buy
134,945
+14,123
+12% +$566K 0.01% 655
2024
Q2 		$4.61M Sell
120,822
-4,495
-4% -$171K 0.01% 631
2024
Q1 		$4.92M Sell
125,317
-1,215
-1% -$45.3K 0.01% 652
2023
Q4 		$4.74M Buy
126,532
+24,290
+24% +$814K 0.02% 549
2023
Q3 		$3.37M Sell
102,242
-30,188
-23% -$1.05M 0.02% 487
2023
Q2 		$4.55M Buy
132,430
+113,420
+597% +$3.7M 0.02% 516
2023
Q1 		$623K Buy
19,010
+775
+4% +$26.1K ﹤0.01% 1187
2022
Q4 		$578K Sell
18,235
-415
-2% -$13.3K ﹤0.01% 878
2022
Q3 		$544K Buy
18,650
+230
+1% +$7.48K 0.01% 687
2022
Q2 		$565K Buy
18,420
+2,010
+12% +$66.9K 0.01% 709
2022
Q1 		$600K Hold
16,410
– – 0.01% 549
2021
Q4 		$629K Hold
16,410
– – 0.01% 532
2021
Q3 		$599K Buy
16,410
+35
+0.2% +$1.28K 0.01% 429
2021
Q2 		$612K Hold
16,375
– – 0.01% 436
2021
Q1 		$578K Sell
16,375
-4,585
-22% -$157K 0.01% 425
2020
Q4 		$633K Sell
20,960
-10,165
-33% -$276K 0.02% 370
2020
Q3 		$729K Sell
31,125
-7,500
-19% -$177K 0.03% 277
2020
Q2 		$863K Sell
38,625
-5,000
-11% -$103K 0.05% 220
2020
Q1 		$780K Sell
43,625
-35,000
-45% -$847K 0.05% 241
2019
Q4 		$2.15M Hold
78,625
– – 0.11% 153
2019
Q3 		$2M Sell
78,625
-62,490
-44% -$1.58M 0.12% 160
2019
Q2 		$3.6M Buy
+141,115
New +$3.61M 0.23% 101

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Cerity Partners's PRFZ Position: Q2 2026 in Review

Cerity Partners increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 2.4% in Q2 2026, buying an estimated $149K and bringing the position to 123,550 shares worth $6.89M. The position accounts for 0.01% of the portfolio, ranked #954.

Cerity Partners first reported a position in PRFZ in Q2 2019 and has held it in 29 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Cerity Partners held 123,550 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $6.89M as of Q2 2026.
  • Cerity Partners bought 2,933 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $149K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #954 holding.
  • Cerity Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2019 and has held it in 29 quarters since.
  • 360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.