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

Diversify Wealth Management’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 Sell
50,268
-147
-0.3% -$7.49K 0.05% 321
2026
Q1 		$2.5M Buy
+50,415
New +$2.4M 0.04% 314

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Diversify Wealth Management's PRFZ Position: Q2 2026 in Review

Diversify Wealth Management reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.29% in Q2 2026, selling an estimated $7.49K and leaving 50,268 shares worth $2.71M. The position accounts for 0.05% of the portfolio, ranked #321.

Diversify Wealth Management first reported a position in PRFZ in Q1 2026 and has held it in 2 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Diversify Wealth Management held 50,268 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $2.71M as of Q2 2026.
  • Diversify Wealth Management sold 147 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $7.49K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #321 holding.
  • Diversify Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2026 and has held it in 2 quarters since.
  • 362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.