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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
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

AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $333M AUM

DiNuzzo Private Wealth's PRFZ Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 87 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

DiNuzzo Private Wealth first reported a position in PRFZ in Q3 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • DiNuzzo Private Wealth held 87 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $4.85K as of Q2 2026.
  • DiNuzzo Private Wealth left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #411 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 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.