First Command Advisory Services’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

First Command Advisory Services’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	$3.51K	Sell	63 -74	-54%	-$3.77K	﹤0.01%	912
2026 Q1	$6.28K	Hold	137	–	–	﹤0.01%	703
2025 Q4	$6.29K	Buy	+137	New	+$6.26K	﹤0.01%	511
2024 Q2	–	Sell	-90	Closed	-$3.54K	–	598
2024 Q1	$3.54K	Buy	+90	New	+$3.35K	﹤0.01%	416

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIA

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

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

SFGP

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

First Command Advisory Services's PRFZ Position: Q2 2026 in Review

First Command Advisory Services reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 54% in Q2 2026, selling an estimated $3.77K and leaving 63 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

First Command Advisory Services first reported a position in PRFZ in Q1 2024 and has held it in 4 quarters since. The position peaked at $6.29K in Q4 2025. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

First Command Advisory Services held 63 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $3.51K as of Q2 2026.
First Command Advisory Services sold 74 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $3.77K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #912 holding.
First Command Advisory Services first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and has held it in 4 quarters since.
First Command Advisory Services's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $6.29K in Q4 2025.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.