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 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

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 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

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

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

DWM

Ducere Wealth Management Newport Beach, California $333M AUM

Elevation Wealth Partners's PRFZ Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 30% in Q2 2026, selling an estimated $917 and leaving 43 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Elevation Wealth Partners first reported a position in PRFZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.2K in Q2 2023. 145 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Elevation Wealth Partners held 43 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $2.4K as of Q2 2026.
Elevation Wealth Partners sold 18 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $917.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1170 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 13 quarters since.
Elevation Wealth Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $11.2K in Q2 2023.
145 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.