EH
PRFZ icon

Equitable Holdings’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Equitable Holdings’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 		$12.7M Buy
275,764
+107,551
+64% +$5.13M 0.08% 240
2025
Q4 		$7.72M Buy
168,213
+10,265
+6% +$469K 0.05% 274
2025
Q3 		$7.17M Buy
157,948
+13,532
+9% +$587K 0.05% 273
2025
Q2 		$5.87M Sell
144,416
-73,097
-34% -$2.79M 0.05% 286
2025
Q1 		$8.24M Buy
217,513
+24,847
+13% +$1.02M 0.08% 220
2024
Q4 		$8.02M Buy
192,666
+25,591
+15% +$1.1M 0.08% 209
2024
Q3 		$6.94M Buy
167,075
+51,313
+44% +$2.06M 0.07% 221
2024
Q2 		$4.42M Buy
115,762
+13,459
+13% +$513K 0.05% 287
2024
Q1 		$4.02M Buy
102,303
+39,657
+63% +$1.48M 0.05% 288
2023
Q4 		$2.35M Buy
62,646
+6,335
+11% +$212K 0.03% 371
2023
Q3 		$1.86M Sell
56,311
-35,429
-39% -$1.23M 0.03% 383
2023
Q2 		$3.15M Buy
91,740
+82,720
+917% +$2.7M 0.05% 260
2023
Q1 		$297K Buy
9,020
+1,345
+18% +$45.3K ﹤0.01% 800
2022
Q4 		$243K Sell
7,675
-140
-2% -$4.49K ﹤0.01% 791
2022
Q3 		$228K Buy
+7,815
New +$254K ﹤0.01% 761

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 $377B 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 $13.4B 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 $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

Equitable Holdings's PRFZ Position: Q1 2026 in Review

Equitable Holdings increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 64% in Q1 2026, buying an estimated $5.13M and bringing the position to 275,764 shares worth $12.7M. The position accounts for 0.08% of the portfolio, ranked #240.

Equitable Holdings first reported a position in PRFZ in Q3 2022 and has held it in 15 quarters since. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Equitable Holdings held 275,764 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $12.7M as of Q1 2026.
  • Equitable Holdings bought 107,551 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $5.13M.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.08% of Equitable Holdings's portfolio in Q1 2026, its #240 holding.
  • Equitable Holdings first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2022 and has held it in 15 quarters since.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.