FFA
PRFZ icon

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

Farther Finance 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
Q2 		$493K Buy
8,834
+530
+6% +$27K ﹤0.01% 1571
2026
Q1 		$384K Buy
8,304
+2,357
+40% +$112K ﹤0.01% 1582
2025
Q4 		$273K Buy
5,947
+801
+16% +$36.6K ﹤0.01% 1707
2025
Q3 		$234K Buy
5,146
+3,572
+227% +$155K ﹤0.01% 1527
2025
Q2 		$64K Buy
1,574
+598
+61% +$22.8K ﹤0.01% 2008
2025
Q1 		$37K Buy
976
+156
+19% +$6.4K ﹤0.01% 2057
2024
Q4 		$34.1K Buy
820
+170
+26% +$7.28K ﹤0.01% 1840
2024
Q3 		$27K Buy
+650
New +$26.1K ﹤0.01% 1952

Other funds holding PRFZ

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Farther Finance Advisors's PRFZ Position: Q2 2026 in Review

Farther Finance Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 6.4% in Q2 2026, buying an estimated $27K and bringing the position to 8,834 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Farther Finance Advisors first reported a position in PRFZ in Q3 2024 and has held it in 8 quarters since. 61 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Farther Finance Advisors held 8,834 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $493K as of Q2 2026.
  • Farther Finance Advisors bought 530 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $27K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1571 holding.
  • Farther Finance Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2024 and has held it in 8 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.