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

FSA Wealth Management’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
2025 Q3	$1.09K	Hold	24	–	–	﹤0.01%	528
2025 Q2	$976	Hold	24	–	–	﹤0.01%	507
2025 Q1	$909	Hold	24	–	–	﹤0.01%	477
2024 Q4	$999	Hold	24	–	–	﹤0.01%	523
2024 Q3	$997	Buy	+24	New	+$962	﹤0.01%	525

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

FFA

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

AIA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFGP

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

FSA Wealth Management's PRFZ Position: Q3 2025 in Review

FSA Wealth Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2025 at 24 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

FSA Wealth Management first reported a position in PRFZ in Q3 2024 and has held it in 5 quarters since. 294 funds tracked by Wall St. Rank hold PRFZ as of Q3 2025.

FSA Wealth Management held 24 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $1.09K as of Q3 2025.
FSA Wealth Management left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q3 2025.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #528 holding.
FSA Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2024 and has held it in 5 quarters since.
294 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.