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Clark Asset Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Clark Asset Management’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 		$244K Buy
+4,370
New +$223K 0.02% 252

Other funds holding PRFZ

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Clark Asset Management's PRFZ Position: Q2 2026 in Review

Clark Asset Management opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 4,370 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings.

55 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Clark Asset Management held 4,370 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $244K as of Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Clark Asset Management position in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #252 holding.
  • 55 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.