CWM
PRFZ icon

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

Congress Wealth 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
2025
Q2 		$283K Buy
+6,967
New +$266K ﹤0.01% 1081

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Congress Wealth Management's PRFZ Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2025: 6,967 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings.

285 funds tracked by Wall St. Rank hold PRFZ as of Q2 2025.

  • Congress Wealth Management held 6,967 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $283K as of Q2 2025.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Congress Wealth Management position in Q2 2025.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1081 holding.
  • 285 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.