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Farmers & Merchants Investments Inc’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Farmers & Merchants Investments Inc’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
2025
Q2 		– Sell
-205
Closed -$7.76K – 1755
2025
Q1 		$7.76K Hold
205
– – ﹤0.01% 754
2024
Q4 		$8.53K Hold
205
– – ﹤0.01% 718
2024
Q3 		$8.52K Hold
205
– – ﹤0.01% 730
2024
Q2 		$7.82K Buy
+205
New +$7.81K ﹤0.01% 724

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Farmers & Merchants Investments Inc's PRFZ Position: Q2 2025 in Review

Farmers & Merchants Investments Inc sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2025, closing a stake of 205 shares — an estimated $7.76K sold.

Farmers & Merchants Investments Inc first reported a position in PRFZ in Q2 2024 and held it in 4 quarters. The position peaked at $8.53K in Q4 2024. 285 funds tracked by Wall St. Rank hold PRFZ as of Q2 2025.

  • Farmers & Merchants Investments Inc reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2025 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 205 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2025, an estimated $7.76K.
  • Farmers & Merchants Investments Inc first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2024 and held it in 4 quarters.
  • Farmers & Merchants Investments Inc's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $8.53K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2025, filed 14 Jul 2025.