Continuum Advisory’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Continuum Advisory’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	–	Sell	-689	Closed	-$26.1K	–	1265
2025 Q1	$26.1K	Sell	689 -106	-13%	-$4.35K	﹤0.01%	808
2024 Q4	$33.1K	Buy	795 +307	+63%	+$13.1K	﹤0.01%	747
2024 Q3	$21.2K	Buy	488 +2	+0.4%	+$80	﹤0.01%	830
2024 Q2	$18.5K	Buy	486 +2	+0.4%	+$76	﹤0.01%	804
2024 Q1	$18.9K	Buy	+484	New	+$18K	﹤0.01%	793

Other funds holding PRFZ

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Continuum Advisory's PRFZ Position: Q2 2025 in Review

Continuum Advisory sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2025, closing a stake of 689 shares — an estimated $26.1K sold.

Continuum Advisory first reported a position in PRFZ in Q1 2024 and held it in 5 quarters. The position peaked at $33.1K in Q4 2024. 285 funds tracked by Wall St. Rank hold PRFZ as of Q2 2025.

Continuum Advisory reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 689 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2025, an estimated $26.1K.
Continuum Advisory first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and held it in 5 quarters.
Continuum Advisory's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $33.1K in Q4 2024.
285 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.