FFA
PRFZ icon

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

First Foundation 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 		$41.2M Sell
739,179
-19,733
-3% -$1M 1.48% 17
2026
Q1 		$34.8M Sell
758,912
-16,599
-2% -$791K 1.4% 16
2025
Q4 		$35.6M Sell
775,511
-29,690
-4% -$1.36M 1.34% 17
2025
Q3 		$36.6M Sell
805,201
-125,074
-13% -$5.43M 1.35% 16
2025
Q2 		$37.8M Sell
930,275
-83,499
-8% -$3.18M 1.4% 14
2025
Q1 		$38.4M Sell
1,013,774
-92,128
-8% -$3.78M 1.56% 12
2024
Q4 		$46M Buy
1,105,902
+52,016
+5% +$2.23M 1.73% 11
2024
Q3 		$43.8M Buy
1,053,886
+26,812
+3% +$1.08M 1.65% 11
2024
Q2 		$39.2M Buy
1,027,074
+182,834
+22% +$6.97M 1.5% 12
2024
Q1 		$33.2M Buy
844,240
+292,829
+53% +$10.9M 1.33% 15
2023
Q4 		$20.7M Buy
551,411
+33,983
+7% +$1.14M 0.94% 25
2023
Q3 		$17.1M Buy
517,428
+45,203
+10% +$1.57M 0.8% 33
2023
Q2 		$16.2M Buy
472,225
+31,625
+7% +$1.03M 0.7% 38
2023
Q1 		$14.5M Buy
440,600
+46,060
+12% +$1.55M 0.67% 46
2022
Q4 		$12.5M Buy
394,540
+165,635
+72% +$5.31M 0.6% 45
2022
Q3 		$6.67M Buy
228,905
+92,160
+67% +$3M 0.33% 63
2022
Q2 		$4.19M Buy
+136,745
New +$4.55M 0.19% 83

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
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 Foundation Advisors's PRFZ Position: Q2 2026 in Review

First Foundation Advisors reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 2.6% in Q2 2026, selling an estimated $1M and leaving 739,179 shares worth $41.2M. The position accounts for 1.48% of the portfolio, ranked #17.

First Foundation Advisors first reported a position in PRFZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $46M in Q4 2024. 361 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • First Foundation Advisors held 739,179 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $41.2M as of Q2 2026.
  • First Foundation Advisors sold 19,733 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $1M.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 1.48% of First Foundation Advisors's portfolio in Q2 2026, its #17 holding.
  • First Foundation Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2022 and has held it in 17 quarters since.
  • First Foundation Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $46M in Q4 2024.
  • 361 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.