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

Genesis Wealth Advisors’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 		$241K Buy
+4,320
New +$220K 0.14% 61
2015
Q2 		$141K Sell
6,795
-80
-1% -$1.68K 0.11% 88
2015
Q1 		$143K Hold
6,875
– – 0.12% 81
2014
Q4 		$142K Buy
+6,875
New +$134K 0.11% 91

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
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

Genesis Wealth Advisors's PRFZ Position: Q2 2026 in Review

Genesis Wealth Advisors opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 4,320 shares worth $241K. The stake represents 0.14% of the portfolio and ranks #61 among its holdings. This is a return to the name: Genesis Wealth Advisors previously reported a position in PRFZ as recently as Q2 2015.

Genesis Wealth Advisors first reported a position in PRFZ in Q4 2014 and has held it in 4 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Genesis Wealth Advisors held 4,320 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $241K as of Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Genesis Wealth Advisors position in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.14% of Genesis Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Genesis Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2014 and has held it in 4 quarters since.
  • 362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.