Cetera Investment Advisers’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Cetera Investment Advisers’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	$57.7M	Buy	1,034,707 +3,489	+0.3%	+$178K	0.05%	362
2026 Q1	$47.3M	Buy	1,031,218 +35,362	+4%	+$1.69M	0.05%	381
2025 Q4	$45.7M	Buy	995,856 +24,514	+3%	+$1.12M	0.05%	373
2025 Q3	$44.1M	Buy	971,342 +547,424	+129%	+$23.7M	0.05%	363
2025 Q2	$17.2M	Sell	423,918 -7,694	-2%	-$293K	0.03%	580
2025 Q1	$16.3M	Buy	431,612 +3,942	+0.9%	+$162K	0.03%	535
2024 Q4	$17.8M	Buy	427,670 +280	+0.1%	+$12K	0.04%	465
2024 Q3	$17.8M	Buy	427,390 +2,579	+0.6%	+$103K	0.04%	452
2024 Q2	$16.2M	Buy	424,811 +17,401	+4%	+$663K	0.04%	460
2024 Q1	$16M	Buy	+407,410	New	+$15.2M	0.04%	464

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

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 $1.32B AUM 23.07% 1-Year Est. Return

FFA

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

Cetera Investment Advisers's PRFZ Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.34% in Q2 2026, buying an estimated $178K and bringing the position to 1,034,707 shares worth $57.7M. The position accounts for 0.05% of the portfolio, ranked #362.

Cetera Investment Advisers first reported a position in PRFZ in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Cetera Investment Advisers held 1,034,707 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $57.7M as of Q2 2026.
Cetera Investment Advisers bought 3,489 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $178K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.05% of Cetera Investment Advisers's portfolio in Q2 2026, its #362 holding.
Cetera Investment Advisers first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and has held it in 10 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.