Citadel Advisors
PRFZ icon

Citadel Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Citadel Advisors’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 		– Sell
-18,148
Closed -$833K – 13962
2025
Q4 		$833K Buy
+18,148
New +$829K ﹤0.01% 7828
2025
Q3 		– Sell
-14,878
Closed -$605K – 13806
2025
Q2 		$605K Buy
14,878
+7,126
+92% +$272K ﹤0.01% 8181
2025
Q1 		$293K Buy
+7,752
New +$318K ﹤0.01% 9659
2024
Q4 		– Sell
-10,786
Closed -$448K – 15181
2024
Q3 		$448K Sell
10,786
-45,959
-81% -$1.84M ﹤0.01% 8497
2024
Q2 		$2.16M Buy
56,745
+26,822
+90% +$1.02M ﹤0.01% 5159
2024
Q1 		$1.18M Buy
+29,923
New +$1.11M ﹤0.01% 6598
2023
Q3 		– Sell
-13,030
Closed -$448K – 14914
2023
Q2 		$448K Sell
13,030
-22,810
-64% -$743K ﹤0.01% 8187
2023
Q1 		$1.18M Sell
35,840
-11,695
-25% -$393K ﹤0.01% 6420
2022
Q4 		$1.51M Sell
47,535
-17,755
-27% -$569K ﹤0.01% 6027
2022
Q3 		$1.9M Buy
+65,290
New +$2.12M ﹤0.01% 5678
2022
Q2 		– Sell
-61,495
Closed -$2.25M – 13830
2022
Q1 		$2.25M Buy
+61,495
New +$2.23M ﹤0.01% 5831
2021
Q4 		– Sell
-29,415
Closed -$1.07M – 14522
2021
Q3 		$1.07M Sell
29,415
-52,420
-64% -$1.92M ﹤0.01% 7972
2021
Q2 		$3.06M Buy
+81,835
New +$3M ﹤0.01% 5556
2021
Q1 		– Sell
-51,190
Closed -$1.55M – 13598
2020
Q4 		$1.55M Buy
51,190
+3,645
+8% +$99K ﹤0.01% 5910
2020
Q3 		$1.11M Sell
47,545
-1,260
-3% -$29.8K ﹤0.01% 5850
2020
Q2 		$1.09M Sell
48,805
-9,055
-16% -$186K ﹤0.01% 5686
2020
Q1 		$1.03M Buy
57,860
+27,245
+89% +$659K ﹤0.01% 5275
2019
Q4 		$837K Sell
30,615
-194,670
-86% -$5.13M ﹤0.01% 5921
2019
Q3 		$5.72M Sell
225,285
-4,885
-2% -$123K ﹤0.01% 2924
2019
Q2 		$5.88M Buy
230,170
+11,120
+5% +$284K ﹤0.01% 2866
2019
Q1 		$5.59M Buy
219,050
+105,840
+93% +$2.68M ﹤0.01% 2839
2018
Q4 		$2.57M Buy
113,210
+90,195
+392% +$2.29M ﹤0.01% 3765
2018
Q3 		$655K Buy
+23,015
New +$657K ﹤0.01% 6264
2018
Q1 		– Sell
-8,385
Closed -$218K – 8667
2017
Q4 		$218K Buy
+8,385
New +$214K ﹤0.01% 6982
2017
Q3 		– Sell
-99,240
Closed -$2.35M – 7917
2017
Q2 		$2.35M Sell
99,240
-121,650
-55% -$2.84M ﹤0.01% 2960
2017
Q1 		$5.14M Buy
+220,890
New +$5.14M ﹤0.01% 2015
2016
Q4 		– Sell
-55,685
Closed -$1.18M – 7710
2016
Q3 		$1.18M Buy
55,685
+8,635
+18% +$178K ﹤0.01% 3618
2016
Q2 		$917K Sell
47,050
-145,335
-76% -$2.8M ﹤0.01% 3666
2016
Q1 		$3.63M Buy
192,385
+30,725
+19% +$540K ﹤0.01% 2073
2015
Q4 		$3.03M Buy
161,660
+22,135
+16% +$427K ﹤0.01% 2318
2015
Q3 		$2.55M Buy
139,525
+50,345
+56% +$989K ﹤0.01% 2646
2015
Q2 		$1.85M Buy
+89,180
New +$1.87M ﹤0.01% 3153
2015
Q1 		– Sell
-73,315
Closed -$1.48M – 8777
2014
Q4 		$1.48M Buy
+73,315
New +$1.43M ﹤0.01% 3278

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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
Wells Fargo
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

Citadel Advisors's PRFZ Position: Q1 2026 in Review

Citadel Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026, closing a stake of 18,148 shares — an estimated $833K sold.

Citadel Advisors first reported a position in PRFZ in Q4 2014 and held it in 33 quarters. The position peaked at $5.88M in Q2 2019. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Citadel Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 18,148 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $833K.
  • Citadel Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2014 and held it in 33 quarters.
  • Citadel Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $5.88M in Q2 2019.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.