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

EnRich Financial 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 Q1	$498K	Sell	10,849 -54	-0.5%	-$2.57K	0.13%	39
2025 Q4	$500K	Hold	10,903	–	–	0.14%	38
2025 Q3	$495K	Hold	10,903	–	–	0.14%	36
2025 Q2	$443K	Sell	10,903 -461	-4%	-$17.6K	0.14%	39
2025 Q1	$430K	Sell	11,364 -1,704	-13%	-$69.9K	0.14%	34
2024 Q4	$544K	Buy	13,068 +7	+0.1%	+$300	0.18%	33
2024 Q3	$543K	Sell	13,061 -68	-0.5%	-$2.73K	0.18%	31
2024 Q2	$501K	Sell	13,129 -245	-2%	-$9.34K	0.18%	31
2024 Q1	$525K	Sell	13,374 -420	-3%	-$15.6K	0.2%	28
2023 Q4	$517K	Buy	+13,794	New	+$462K	0.22%	30

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

SFGP

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

EnRich Financial Partners's PRFZ Position: Q1 2026 in Review

EnRich Financial Partners reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.5% in Q1 2026, selling an estimated $2.57K and leaving 10,849 shares worth $498K. The position accounts for 0.13% of the portfolio, ranked #39.

EnRich Financial Partners first reported a position in PRFZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $544K in Q4 2024. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

EnRich Financial Partners held 10,849 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $498K as of Q1 2026.
EnRich Financial Partners sold 54 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $2.57K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.13% of EnRich Financial Partners's portfolio in Q1 2026, its #39 holding.
EnRich Financial Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2023 and has held it in 10 quarters since.
EnRich Financial Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $544K in Q4 2024.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on EnRich Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.