DAS
PRFZ icon

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
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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B 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 $501B 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