GI
PRFZ icon

GAMMA Investing’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

GAMMA Investing’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 		$131K Hold
2,354
– – ﹤0.01% 1603
2026
Q1 		$108K Hold
2,354
– – 0.01% 1609
2025
Q4 		$108K Hold
2,354
– – 0.01% 1520
2025
Q3 		$107K Hold
2,354
– – 0.01% 1456
2025
Q2 		$95.7K Hold
2,354
– – 0.01% 1472
2025
Q1 		$89.1K Buy
2,354
+920
+64% +$37.7K 0.01% 1354
2024
Q4 		$59.7K Hold
1,434
– – 0.01% 1521
2024
Q3 		$59.6K Hold
1,434
– – 0.01% 1365
2024
Q2 		$54.7K Buy
1,434
+260
+22% +$9.91K 0.01% 1128
2024
Q1 		$46.1K Buy
+1,174
New +$43.7K 0.01% 1096

Other funds holding PRFZ

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

GAMMA Investing's PRFZ Position: Q2 2026 in Review

GAMMA Investing held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 2,354 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

GAMMA Investing first reported a position in PRFZ in Q1 2024 and has held it in 10 quarters since. 71 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • GAMMA Investing held 2,354 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $131K as of Q2 2026.
  • GAMMA Investing 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 ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #1603 holding.
  • GAMMA Investing first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and has held it in 10 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.