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Crewe Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Crewe Advisors’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 		$10.9K Hold
238
– – ﹤0.01% 623
2025
Q4 		$10.9K Hold
238
– – ﹤0.01% 606
2025
Q3 		$10.8K Hold
238
– – ﹤0.01% 618
2025
Q2 		$9.68K Buy
+238
New +$9.08K ﹤0.01% 467

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
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

Crewe Advisors's PRFZ Position: Q1 2026 in Review

Crewe Advisors held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 238 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Crewe Advisors first reported a position in PRFZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.9K in Q4 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Crewe Advisors held 238 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $10.9K as of Q1 2026.
  • Crewe Advisors left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #623 holding.
  • Crewe Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2025 and has held it in 4 quarters since.
  • Crewe Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $10.9K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.