EWP
PRFZ icon

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

Elevation Wealth Partners’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 		$2.25K Hold
43
– – ﹤0.01% 1225
2026
Q2 		$2.4K Sell
43
-18
-30% -$917 ﹤0.01% 1170
2026
Q1 		$2.8K Hold
61
– – ﹤0.01% 845
2025
Q4 		$2.8K Hold
61
– – ﹤0.01% 742
2025
Q3 		$2.77K Hold
61
– – ﹤0.01% 591
2025
Q2 		$2.48K Hold
61
– – ﹤0.01% 427
2025
Q1 		$2.31K Hold
61
– – ﹤0.01% 432
2024
Q4 		$2.54K Hold
61
– – ﹤0.01% 436
2024
Q3 		$2.54K Hold
61
– – ﹤0.01% 416
2024
Q2 		$2.33K Hold
61
– – ﹤0.01% 445
2024
Q1 		$2.4K Sell
61
-264
-81% -$9.83K ﹤0.01% 414
2023
Q4 		$10.7K Hold
325
– – 0.01% 325
2023
Q3 		$10.7K Hold
325
– – 0.01% 240
2023
Q2 		$11.2K Buy
+325
New +$10.6K 0.01% 244

Other funds holding PRFZ

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Elevation Wealth Partners's PRFZ Position: Q3 2026 in Review

Elevation Wealth Partners held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2026 at 43 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Elevation Wealth Partners first reported a position in PRFZ in Q2 2023 and has held it in 14 quarters since. The position peaked at $11.2K in Q2 2023. 17 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

  • Elevation Wealth Partners held 43 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $2.25K as of Q3 2026.
  • Elevation Wealth Partners 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 Elevation Wealth Partners's portfolio in Q3 2026, its #1225 holding.
  • Elevation Wealth Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $11.2K in Q2 2023.
  • 17 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.