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

Focus Partners Wealth’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 Q1	$5.3M	Buy	115,498 +4,553	+4%	+$217K	0.01%	921
2025 Q4	$5.09M	Buy	110,945 +8,864	+9%	+$405K	0.01%	931
2025 Q3	$4.64M	Buy	102,081 +3,127	+3%	+$136K	0.01%	767
2025 Q2	$4.02M	Sell	98,954 -59,551	-38%	-$2.27M	0.01%	740
2025 Q1	$6M	Buy	158,505 +31,111	+24%	+$1.28M	0.02%	584
2024 Q4	$5.3M	Buy	127,394 +119,459	+1,505%	+$5.11M	0.01%	601
2024 Q3	$391K	Sell	7,935 -111,276	-93%	-$4.46M	﹤0.01%	1230
2024 Q2	$4.55M	Buy	119,211 +9,091	+8%	+$346K	0.02%	512
2024 Q1	$4.33M	Buy	+110,120	New	+$4.1M	0.04%	350

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

SFGP

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Focus Partners Wealth's PRFZ Position: Q1 2026 in Review

Focus Partners Wealth increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 4.1% in Q1 2026, buying an estimated $217K and bringing the position to 115,498 shares worth $5.3M. The position accounts for 0.01% of the portfolio, ranked #921.

Focus Partners Wealth first reported a position in PRFZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $6M in Q1 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Focus Partners Wealth held 115,498 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $5.3M as of Q1 2026.
Focus Partners Wealth bought 4,553 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $217K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #921 holding.
Focus Partners Wealth first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and has held it in 9 quarters since.
Focus Partners Wealth's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $6M in Q1 2025.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.