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Cliff Asness’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Cliff Asness’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 		$12.5M Buy
224,734
+65,046
+41% +$3.31M ﹤0.01% 1428
2026
Q1 		$7.32M Buy
159,688
+10,736
+7% +$512K ﹤0.01% 1508
2025
Q4 		$6.84M Buy
148,952
+16,476
+12% +$753K ﹤0.01% 1390
2025
Q3 		$6.02M Buy
132,476
+120,815
+1,036% +$5.24M ﹤0.01% 1352
2025
Q2 		$474K Buy
+11,661
New +$445K ﹤0.01% 2640

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

Cliff Asness's PRFZ Position: Q2 2026 in Review

Cliff Asness increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 41% in Q2 2026, buying an estimated $3.31M and bringing the position to 224,734 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Cliff Asness first reported a position in PRFZ in Q2 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Cliff Asness held 224,734 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $12.5M as of Q2 2026.
  • Cliff Asness bought 65,046 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $3.31M.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1428 holding.
  • Cliff Asness first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2025 and has held it in 5 quarters since.
  • 360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.