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

Clearwater Capital 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
Q2 		$202K Buy
+3,618
New +$184K 0.01% 186
2021
Q3 		– Sell
-6,225
Closed -$233K – 173
2021
Q2 		$233K Sell
6,225
-65
-1% -$2.38K 0.03% 158
2021
Q1 		$222K Sell
6,290
-7,475
-54% -$255K 0.03% 154
2020
Q4 		$416K Sell
13,765
-240
-2% -$6.52K 0.06% 109
2020
Q3 		$328K Sell
14,005
-375
-3% -$8.87K 0.05% 112
2020
Q2 		$321K Sell
14,380
-10,210
-42% -$210K 0.05% 114
2020
Q1 		$440K Sell
24,590
-4,165
-14% -$101K 0.09% 99
2019
Q4 		$786K Sell
28,755
-1,265
-4% -$33.3K 0.13% 108
2019
Q3 		$762K Sell
30,020
-320
-1% -$8.07K 0.13% 115
2019
Q2 		$775K Sell
30,340
-2,880
-9% -$73.6K 0.14% 120
2019
Q1 		$848K Sell
33,220
-4,840
-13% -$122K 0.16% 119
2018
Q4 		$865K Sell
38,060
-4,375
-10% -$111K 0.19% 114
2018
Q3 		$1.21M Sell
42,435
-870
-2% -$24.8K 0.24% 98
2018
Q2 		$1.21M Sell
43,305
-2,295
-5% -$62.2K 0.25% 95
2018
Q1 		$1.18M Buy
45,600
+1,705
+4% +$44.7K 0.24% 93
2017
Q4 		$1.14M Buy
43,895
+2,015
+5% +$51.5K 0.25% 89
2017
Q3 		$1.06M Buy
41,880
+9,430
+29% +$224K 0.25% 89
2017
Q2 		$764K Buy
32,450
+8,915
+38% +$208K 0.19% 98
2017
Q1 		$537K Buy
23,535
+5,595
+31% +$130K 0.15% 107
2016
Q4 		$417K Sell
17,940
-135
-0.7% -$2.95K 0.14% 107
2016
Q3 		$378K Buy
18,075
+1,140
+7% +$23.5K 0.13% 103
2016
Q2 		$329K Buy
+16,935
New +$326K 0.12% 106

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

Clearwater Capital Advisors's PRFZ Position: Q2 2026 in Review

Clearwater Capital Advisors opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 3,618 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings. This is a return to the name: Clearwater Capital Advisors previously reported a position in PRFZ as recently as Q2 2021.

Clearwater Capital Advisors first reported a position in PRFZ in Q2 2016 and has held it in 22 quarters since. The position peaked at $1.21M in Q3 2018. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Clearwater Capital Advisors held 3,618 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $202K as of Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Clearwater Capital Advisors position in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Clearwater Capital Advisors's portfolio in Q2 2026, its #186 holding.
  • Clearwater Capital Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2016 and has held it in 22 quarters since.
  • Clearwater Capital Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1.21M in Q3 2018.
  • 362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.