FPF
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First Pacific Financial’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

First Pacific Financial’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 		$42.4K Buy
761
+634
+499% +$32.3K 0.01% 262
2026
Q1 		$5.83K Buy
+127
New +$6.05K ﹤0.01% 442

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
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

First Pacific Financial's PRFZ Position: Q2 2026 in Review

First Pacific Financial increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 499% in Q2 2026, buying an estimated $32.3K and bringing the position to 761 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #262.

First Pacific Financial first reported a position in PRFZ in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • First Pacific Financial held 761 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $42.4K as of Q2 2026.
  • First Pacific Financial bought 634 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $32.3K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of First Pacific Financial's portfolio in Q2 2026, its #262 holding.
  • First Pacific Financial first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.