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

Evoke Wealth’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	–	Sell	-5,870	Closed	-$269K	–	746
2025 Q4	$269K	Sell	5,870 -90	-2%	-$4.11K	0.01%	549
2025 Q3	$271K	Hold	5,960	–	–	0.01%	530
2025 Q2	$242K	Hold	5,960	–	–	0.01%	512
2025 Q1	$226K	Hold	5,960	–	–	0.01%	396
2024 Q4	$248K	Hold	5,960	–	–	0.01%	376
2024 Q3	$248K	Buy	+5,960	New	+$239K	0.01%	361
2022 Q4	–	Sell	-210	Closed	-$6K	–	940
2022 Q3	$6K	Hold	210	–	–	﹤0.01%	855
2022 Q2	$6K	Hold	210	–	–	﹤0.01%	860
2022 Q1	$8K	Hold	210	–	–	﹤0.01%	813
2021 Q4	$8K	Hold	210	–	–	﹤0.01%	827
2021 Q3	$7K	Hold	210	–	–	﹤0.01%	802
2021 Q2	$8K	Hold	210	–	–	﹤0.01%	785
2021 Q1	$7K	Hold	210	–	–	﹤0.01%	772
2020 Q4	$6K	Hold	210	–	–	﹤0.01%	686
2020 Q3	$5K	Hold	210	–	–	﹤0.01%	679
2020 Q2	$5K	Hold	210	–	–	﹤0.01%	678
2020 Q1	$3.76K	Buy	+210	New	+$5.08K	﹤0.01%	672
2019 Q4	–	Sell	-210	Closed	-$5.33K	–	1419
2019 Q3	$5.33K	Buy	+210	New	+$5.3K	﹤0.01%	992

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 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 $2.78B AUM 23.76% 1-Year Est. Return

Evoke Wealth's PRFZ Position: Q1 2026 in Review

Evoke Wealth sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026, closing a stake of 5,870 shares — an estimated $269K sold.

Evoke Wealth first reported a position in PRFZ in Q3 2019 and held it in 18 quarters. The position peaked at $271K in Q3 2025. 320 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Evoke Wealth reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2026 after selling out during the quarter.
Evoke Wealth sold 5,870 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $269K.
Evoke Wealth first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2019 and held it in 18 quarters.
Evoke Wealth's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $271K in Q3 2025.
320 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.