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 Q3	$867K	Buy	16,566 +7,732	+88%	+$421K	0.01%	1217
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 $1.36B AUM 14.31% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's PRFZ Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 88% in Q3 2026, buying an estimated $421K and bringing the position to 16,566 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #1217.

Farther Finance Advisors first reported a position in PRFZ in Q3 2024 and has held it in 9 quarters since. 17 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

Farther Finance Advisors held 16,566 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $867K as of Q3 2026.
Farther Finance Advisors bought 7,732 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2026, an estimated $421K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1217 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 9 quarters since.
17 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.