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 Q2	$37.9K	Sell	679 -3,949	-85%	-$201K	0.01%	586
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

Founders Financial Alliance's PRFZ Position: Q2 2026 in Review

Founders Financial Alliance reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 85% in Q2 2026, selling an estimated $201K and leaving 679 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #586.

Founders Financial Alliance first reported a position in PRFZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $212K in Q1 2026. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Founders Financial Alliance held 679 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $37.9K as of Q2 2026.
Founders Financial Alliance sold 3,949 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $201K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #586 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 10 quarters since.
Founders Financial Alliance's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $212K in Q1 2026.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.