FWP
PRFZ icon

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

Firethorn Wealth Partners’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 		$829K Buy
14,866
+3,292
+28% +$168K 0.27% 77
2026
Q1 		$531K Buy
11,574
+5,616
+94% +$268K 0.19% 108
2025
Q4 		$273K Buy
+5,958
New +$272K 0.1% 148

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

Firethorn Wealth Partners's PRFZ Position: Q2 2026 in Review

Firethorn Wealth Partners increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 28% in Q2 2026, buying an estimated $168K and bringing the position to 14,866 shares worth $829K. The position accounts for 0.27% of the portfolio, ranked #77.

Firethorn Wealth Partners first reported a position in PRFZ in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Firethorn Wealth Partners held 14,866 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $829K as of Q2 2026.
  • Firethorn Wealth Partners bought 3,292 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $168K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.27% of Firethorn Wealth Partners's portfolio in Q2 2026, its #77 holding.
  • Firethorn Wealth Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.