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
2026 Q2	$11.2K	Buy	+200	New	+$10.2K	﹤0.01%	1226
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

Continuum Advisory's PRFZ Position: Q2 2026 in Review

Continuum Advisory opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 200 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #1226 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in PRFZ as recently as Q1 2025.

Continuum Advisory first reported a position in PRFZ in Q1 2024 and has held it in 6 quarters since. The position peaked at $33.1K in Q4 2024. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Continuum Advisory held 200 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $11.2K as of Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Continuum Advisory position in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1226 holding.
Continuum Advisory first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and has held it in 6 quarters since.
Continuum Advisory's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $33.1K in Q4 2024.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.