EWA
PRFZ icon

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

EP Wealth Advisors’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 		$572K Buy
12,477
+546
+5% +$26K ﹤0.01% 847
2025
Q4 		$548K Buy
+11,931
New +$545K ﹤0.01% 840
2025
Q2 		$455K Sell
11,199
-2,282
-17% -$87K ﹤0.01% 815
2025
Q1 		$510K Buy
13,481
+2,225
+20% +$91.2K ﹤0.01% 701
2024
Q4 		$468K Buy
11,256
+3,999
+55% +$171K ﹤0.01% 713
2024
Q3 		$302K Buy
7,257
+3,275
+82% +$131K ﹤0.01% 861
2024
Q2 		$152K Buy
+3,982
New +$152K ﹤0.01% 787
2022
Q3 		– Sell
-6,065
Closed -$186K – 549
2022
Q2 		$186K Sell
6,065
-1,410
-19% -$46.9K ﹤0.01% 584
2022
Q1 		$273K Buy
+7,475
New +$271K 0.01% 505

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 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
Wells Fargo
Wells Fargo San Francisco, California $501B 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