CIBC Private Wealth Group
PRFZ icon

CIBC Private Wealth Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$303K Buy
6,604
+214
+3% +$9.78K ﹤0.01% 1020
2025
Q3 		$290K Hold
6,390
– – ﹤0.01% 1027
2025
Q2 		$260K Sell
6,390
-2,074
-25% -$79.1K ﹤0.01% 1018
2025
Q1 		$280K Sell
8,464
-3,405
-29% -$140K ﹤0.01% 974
2024
Q4 		$495K Sell
11,869
-3,346
-22% -$143K ﹤0.01% 864
2024
Q3 		$632K Sell
15,215
-1,050
-6% -$42.1K ﹤0.01% 799
2024
Q2 		$616K Sell
16,265
-3,105
-16% -$118K ﹤0.01% 769
2024
Q1 		$754K Sell
19,370
-200
-1% -$7.45K ﹤0.01% 734
2023
Q4 		$734K Sell
19,570
-1,380
-7% -$46.3K ﹤0.01% 710
2023
Q3 		$691K Buy
+20,950
New +$729K ﹤0.01% 681
2023
Q2 		– Sell
-22,920
Closed -$754K – 915
2023
Q1 		$754K Sell
22,920
-535
-2% -$18K ﹤0.01% 650
2022
Q4 		$281K Buy
23,455
+60
+0.3% +$1.92K ﹤0.01% 696
2022
Q3 		$682K Hold
23,395
– – ﹤0.01% 655
2022
Q2 		$717K Hold
23,395
– – ﹤0.01% 649
2022
Q1 		$855K Hold
23,395
– – ﹤0.01% 659
2021
Q4 		$897K Hold
23,395
– – ﹤0.01% 672
2021
Q3 		$854K Buy
23,395
+610
+3% +$22.3K ﹤0.01% 649
2021
Q2 		$852K Hold
22,785
– – ﹤0.01% 698
2021
Q1 		$804K Buy
+22,785
New +$778K ﹤0.01% 710
2018
Q3 		– Sell
-1,150
Closed -$32K – 1520
2018
Q2 		$32K Hold
1,150
– – ﹤0.01% 1286
2018
Q1 		$30K Buy
1,150
+350
+44% +$9.17K ﹤0.01% 1284
2017
Q4 		$21K Buy
+800
New +$20.4K ﹤0.01% 1396

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CIBC Private Wealth Group's PRFZ Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 3.3% in Q4 2025, buying an estimated $9.78K and bringing the position to 6,604 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

CIBC Private Wealth Group first reported a position in PRFZ in Q4 2017 and has held it in 22 quarters since. The position peaked at $897K in Q4 2021. 315 funds tracked by Wall St. Rank hold PRFZ as of Q4 2025.

  • CIBC Private Wealth Group held 6,604 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $303K as of Q4 2025.
  • CIBC Private Wealth Group bought 214 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2025, an estimated $9.78K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1020 holding.
  • CIBC Private Wealth Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2017 and has held it in 22 quarters since.
  • CIBC Private Wealth Group's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $897K in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.