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

Diversify Advisory Services’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	$2.71M	Buy	+50,268	New	+$2.56M	0.05%	321
2026 Q1	–	Sell	-47,334	Closed	-$2.32M	–	680
2025 Q4	$2.32M	Buy	47,334 +5,445	+13%	+$249K	0.07%	205
2025 Q3	$1.9M	Buy	41,889 +723	+2%	+$31.4K	0.06%	214
2025 Q2	$1.76M	Buy	41,166 +5,613	+16%	+$214K	0.07%	208
2025 Q1	$1.32M	Buy	35,553 +696	+2%	+$28.5K	0.08%	171
2024 Q4	$1.43M	Buy	34,857 +681	+2%	+$29.2K	0.08%	179
2024 Q3	$1.42M	Buy	34,176 +2,794	+9%	+$112K	0.08%	203
2024 Q2	$1.18M	Sell	31,382 -1,496	-5%	-$57K	0.06%	213
2024 Q1	$1.28M	Buy	+32,878	New	+$1.22M	0.08%	203

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

Diversify Advisory Services's PRFZ Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 50,268 shares worth $2.71M. The stake represents 0.05% of the portfolio and ranks #321 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in PRFZ as recently as Q4 2025.

Diversify Advisory Services first reported a position in PRFZ in Q1 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Diversify Advisory Services held 50,268 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $2.71M as of Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Diversify Advisory Services position in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.05% of Diversify Advisory Services's portfolio in Q2 2026, its #321 holding.
Diversify Advisory Services first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and has held it in 9 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.