Empower Advisory Group
PRFZ icon

Empower Advisory Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Empower Advisory Group’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
2025
Q4 		– Sell
-5,685
Closed -$258K – 536
2025
Q3 		$258K Hold
5,685
– – ﹤0.01% 459
2025
Q2 		$231K Sell
5,685
-35
-0.6% -$1.33K ﹤0.01% 456
2025
Q1 		$217K Buy
5,720
+64
+1% +$2.63K ﹤0.01% 472
2024
Q4 		$235K Buy
5,656
+520
+10% +$22.3K ﹤0.01% 455
2024
Q3 		$213K Sell
5,136
-2,548
-33% -$102K ﹤0.01% 477
2024
Q2 		$293K Buy
7,684
+279
+4% +$10.6K ﹤0.01% 399
2024
Q1 		$291K Sell
7,405
-178
-2% -$6.63K ﹤0.01% 416
2023
Q4 		$284K Buy
+7,583
New +$254K ﹤0.01% 404
2023
Q3 		– Sell
-7,370
Closed -$253K – 481
2023
Q2 		$253K Sell
7,370
-515
-7% -$16.8K ﹤0.01% 419
2023
Q1 		$259K Buy
+7,885
New +$265K ﹤0.01% 418

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return