EWM
PRFZ icon

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

Empirical 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 		$282K Sell
5,064
-199
-4% -$10.1K ﹤0.01% 884
2026
Q1 		$241K Buy
+5,263
New +$251K ﹤0.01% 880
2025
Q4 		– Sell
-5,987
Closed -$272K – 961
2025
Q3 		$272K Sell
5,987
-1,363
-19% -$59.1K 0.01% 648
2025
Q2 		$299K Sell
7,350
-815
-10% -$31.1K 0.01% 537
2025
Q1 		$309K Sell
8,165
-1,782
-18% -$73.1K 0.01% 510
2024
Q4 		$414K Sell
9,947
-580
-6% -$24.8K 0.01% 428
2024
Q3 		$437K Buy
10,527
+2,649
+34% +$106K 0.01% 392
2024
Q2 		$300K Sell
7,878
-702
-8% -$26.7K 0.01% 459
2024
Q1 		$337K Sell
8,580
-5,810
-40% -$216K 0.01% 415
2023
Q4 		$539K Buy
14,390
+390
+3% +$13.1K 0.02% 312
2023
Q3 		$462K Buy
14,000
+165
+1% +$5.74K 0.02% 313
2023
Q2 		$475K Buy
13,835
+220
+2% +$7.17K 0.02% 320
2023
Q1 		$448K Buy
13,615
+2,105
+18% +$70.8K 0.02% 334
2022
Q4 		$365K Sell
11,510
-785
-6% -$25.1K 0.02% 354
2022
Q3 		$358K Buy
12,295
+55
+0.4% +$1.79K 0.02% 347
2022
Q2 		$375K Sell
12,240
-4,225
-26% -$141K 0.02% 343
2022
Q1 		$602K Buy
16,465
+2,330
+16% +$84.6K 0.03% 295
2021
Q4 		$542K Buy
14,135
+1,865
+15% +$71.1K 0.03% 328
2021
Q3 		$448K Buy
+12,270
New +$449K 0.03% 321

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 $1.32B AUM 23.07% 1-Year Est. Return

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

Empirical Wealth Management reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 3.8% in Q2 2026, selling an estimated $10.1K and leaving 5,064 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Empirical Wealth Management first reported a position in PRFZ in Q3 2021 and has held it in 19 quarters since. The position peaked at $602K in Q1 2022. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Empirical Wealth Management held 5,064 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $282K as of Q2 2026.
  • Empirical Wealth Management sold 199 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $10.1K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #884 holding.
  • Empirical Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2021 and has held it in 19 quarters since.
  • Empirical Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $602K in Q1 2022.
  • 360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.