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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Empower Advisory Group's PRFZ Position: Q4 2025 in Review

Empower Advisory Group sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2025, closing a stake of 5,685 shares — an estimated $258K sold.

Empower Advisory Group first reported a position in PRFZ in Q1 2023 and held it in 10 quarters. The position peaked at $293K in Q2 2024. 316 funds tracked by Wall St. Rank hold PRFZ as of Q4 2025.

Empower Advisory Group reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2025 after selling out during the quarter.
Empower Advisory Group sold 5,685 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2025, an estimated $258K.
Empower Advisory Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2023 and held it in 10 quarters.
Empower Advisory Group's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $293K in Q2 2024.
316 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2025.

Based on Empower Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.