DiNuzzo Private Wealth
PRFZ icon

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

DiNuzzo Private Wealth’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
Q3 		$4.55K Hold
87
– – ﹤0.01% 424
2026
Q2 		$4.85K Hold
87
– – ﹤0.01% 411
2026
Q1 		$3.99K Hold
87
– – ﹤0.01% 431
2025
Q4 		$3.99K Hold
87
– – ﹤0.01% 425
2025
Q3 		$3.88K Buy
+87
New +$3.77K ﹤0.01% 424

Other funds holding PRFZ

Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return

DiNuzzo Private Wealth's PRFZ Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2026 at 87 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

DiNuzzo Private Wealth first reported a position in PRFZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.85K in Q2 2026. 128 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

  • DiNuzzo Private Wealth held 87 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $4.55K as of Q3 2026.
  • DiNuzzo Private Wealth left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q3 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #424 holding.
  • DiNuzzo Private Wealth first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2025 and has held it in 5 quarters since.
  • DiNuzzo Private Wealth's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $4.85K in Q2 2026.
  • 128 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.