Financial Connections Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Financial Connections Group’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 Q4	–	Sell	-85	Closed	-$3K	–	239
2025 Q3	$3K	Hold	85	–	–	﹤0.01%	210
2025 Q2	$3K	Buy	+85	New	+$3.24K	﹤0.01%	223
2022 Q2	–	Sell	-120	Closed	-$4K	–	300
2022 Q1	$4K	Hold	120	–	–	﹤0.01%	237
2021 Q4	$4K	Buy	+120	New	+$4.57K	﹤0.01%	260

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIA

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

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Financial Connections Group's PRFZ Position: Q4 2025 in Review

Financial Connections Group sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2025, closing a stake of 85 shares — an estimated $3K sold.

Financial Connections Group first reported a position in PRFZ in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 316 funds tracked by Wall St. Rank hold PRFZ as of Q4 2025.

Financial Connections Group reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2025 after selling out during the quarter.
Financial Connections Group sold 85 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2025, an estimated $3K.
Financial Connections Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2021 and held it in 4 quarters.
Financial Connections Group's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $4K in Q1 2022.
316 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2025.

Based on Financial Connections Group's 13F filing for Q4 2025, filed 23 Jan 2026.