GIM
PRFZ icon

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

Glenmede Investment 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 		$554K Hold
12,200
– – ﹤0.01% 892
2025
Q2 		$496K Buy
+12,200
New +$465K ﹤0.01% 929

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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 $883M AUM 17.9% 1-Year Est. Return
Royal Bank of Canada
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

Glenmede Investment Management's PRFZ Position: Q3 2025 in Review

Glenmede Investment Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2025 at 12,200 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Glenmede Investment Management first reported a position in PRFZ in Q2 2025 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold PRFZ as of Q3 2025.

  • Glenmede Investment Management held 12,200 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $554K as of Q3 2025.
  • Glenmede Investment 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 Glenmede Investment Management's portfolio in Q3 2025, its #892 holding.
  • Glenmede Investment Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2025 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.