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

EQ 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	$2.08M	Sell	45,246 -344	-0.8%	-$16.4K	1.21%	24
2025 Q4	$2.09M	Sell	45,590 -1,208	-3%	-$55.2K	1.24%	23
2025 Q3	$2.13M	Sell	46,798 -791	-2%	-$34.3K	1.4%	22
2025 Q2	$1.94M	Sell	47,589 -92	-0.2%	-$3.51K	1.32%	22
2025 Q1	$1.81M	Sell	47,681 -174	-0.4%	-$7.14K	1.44%	19
2024 Q4	$1.99M	Buy	+47,855	New	+$2.05M	1.91%	16

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

EQ Wealth Advisors's PRFZ Position: Q1 2026 in Review

EQ Wealth Advisors reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.75% in Q1 2026, selling an estimated $16.4K and leaving 45,246 shares worth $2.08M. The position accounts for 1.21% of the portfolio, ranked #24.

EQ Wealth Advisors first reported a position in PRFZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.13M in Q3 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

EQ Wealth Advisors held 45,246 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $2.08M as of Q1 2026.
EQ Wealth Advisors sold 344 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $16.4K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 1.21% of EQ Wealth Advisors's portfolio in Q1 2026, its #24 holding.
EQ Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2024 and has held it in 6 quarters since.
EQ Wealth Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $2.13M in Q3 2025.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.