Fortitude Family Office’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Fortitude Family Office’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	$174K	Hold	3,114	–	–	0.03%	141
2026 Q1	$143K	Hold	3,114	–	–	0.03%	136
2025 Q4	$143K	Sell	3,114 -771	-20%	-$35.2K	0.03%	164
2025 Q3	$176K	Hold	3,885	–	–	0.05%	148
2025 Q2	$158K	Hold	3,885	–	–	0.05%	140
2025 Q1	$147K	Hold	3,885	–	–	0.05%	128
2024 Q4	$162K	Hold	3,885	–	–	0.06%	136
2024 Q3	$161K	Hold	3,885	–	–	0.06%	121
2024 Q2	$148K	Sell	3,885 -1,290	-25%	-$49.2K	0.08%	97
2024 Q1	$203K	Hold	5,175	–	–	0.14%	80
2023 Q4	$194K	Buy	+5,175	New	+$174K	0.14%	84

Other funds holding PRFZ

SFGP

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

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Fortitude Family Office's PRFZ Position: Q2 2026 in Review

Fortitude Family Office held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 3,114 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #141.

Fortitude Family Office first reported a position in PRFZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $203K in Q1 2024. 91 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Fortitude Family Office held 3,114 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $174K as of Q2 2026.
Fortitude Family Office left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #141 holding.
Fortitude Family Office first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $203K in Q1 2024.
91 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.