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 Q2	$591K	Sell	10,595 -254	-2%	-$12.9K	0.14%	38
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

EnRich Financial Partners's PRFZ Position: Q2 2026 in Review

EnRich Financial Partners reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 2.3% in Q2 2026, selling an estimated $12.9K and leaving 10,595 shares worth $591K. The position accounts for 0.14% of the portfolio, ranked #38.

EnRich Financial Partners first reported a position in PRFZ in Q4 2023 and has held it in 11 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

EnRich Financial Partners held 10,595 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $591K as of Q2 2026.
EnRich Financial Partners sold 254 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $12.9K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.14% of EnRich Financial Partners's portfolio in Q2 2026, its #38 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 11 quarters since.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.