Coastline Trust’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Coastline Trust’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	$37.8K	Buy	+825	New	+$39.3K	﹤0.01%	300

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Coastline Trust's PRFZ Position: Q1 2026 in Review

Coastline Trust opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026: 825 shares worth $37.8K. The stake represents ﹤0.01% of the portfolio and ranks #300 among its holdings.

319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Coastline Trust held 825 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $37.8K as of Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Coastline Trust position in Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Coastline Trust's portfolio in Q1 2026, its #300 holding.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Coastline Trust's 13F filing for Q1 2026, filed 3 Apr 2026.