Founders Financial Alliance’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Founders Financial Alliance’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	$212K	Buy	4,628 +678	+17%	+$32.3K	0.04%	377
2025 Q4	$181K	Sell	3,950 -675	-15%	-$30.9K	0.03%	357
2025 Q3	$210K	Buy	4,625 +675	+17%	+$29.3K	0.04%	370
2025 Q2	$161K	Sell	3,950 -671	-15%	-$25.6K	0.04%	332
2025 Q1	$175K	Hold	4,621	–	–	0.04%	352
2024 Q4	$192K	Buy	4,621 +671	+17%	+$28.7K	0.05%	283
2024 Q3	$164K	Hold	3,950	–	–	0.05%	299
2024 Q2	$151K	Hold	3,950	–	–	0.04%	290
2024 Q1	$155K	Buy	+3,950	New	+$147K	0.05%	289

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

Founders Financial Alliance's PRFZ Position: Q1 2026 in Review

Founders Financial Alliance increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 17% in Q1 2026, buying an estimated $32.3K and bringing the position to 4,628 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #377.

Founders Financial Alliance first reported a position in PRFZ in Q1 2024 and has held it in 9 quarters since. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Founders Financial Alliance held 4,628 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $212K as of Q1 2026.
Founders Financial Alliance bought 678 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $32.3K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.04% of Founders Financial Alliance's portfolio in Q1 2026, its #377 holding.
Founders Financial Alliance first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and has held it in 9 quarters since.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.