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Global Financial Private Client’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-570
Closed -$21.6K – 1248
2025
Q1 		$21.6K Hold
570
– – 0.01% 435
2024
Q4 		$23.7K Hold
570
– – 0.01% 404
2024
Q3 		$23.7K Hold
570
– – 0.01% 405
2024
Q2 		$21.7K Hold
570
– – 0.01% 378
2024
Q1 		$22.2K Hold
570
– – 0.01% 389
2023
Q4 		$21.4K Hold
570
– – 0.01% 389
2023
Q3 		$18.6K Hold
570
– – 0.01% 377
2023
Q2 		$19.7K Hold
570
– – 0.01% 377
2023
Q1 		$18.7K Hold
570
– – 0.01% 379
2022
Q4 		$18.1K Hold
570
– – 0.01% 363
2022
Q3 		$17.1K Hold
570
– – 0.01% 367
2022
Q2 		$17.7K Hold
570
– – 0.01% 355
2022
Q1 		$21K Hold
570
– – 0.01% 344
2021
Q4 		$21.9K Hold
570
– – 0.01% 334
2021
Q3 		$21.2K Hold
570
– – 0.01% 302
2021
Q2 		$21.5K Hold
570
– – 0.01% 306
2021
Q1 		$20.4K Hold
570
– – 0.01% 276
2020
Q4 		$17.2K Buy
+570
New +$15.5K 0.01% 275

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Global Financial Private Client's PRFZ Position: Q2 2025 in Review

Global Financial Private Client sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2025, closing a stake of 570 shares — an estimated $21.6K sold.

Global Financial Private Client first reported a position in PRFZ in Q4 2020 and held it in 18 quarters. The position peaked at $23.7K in Q4 2024. 285 funds tracked by Wall St. Rank hold PRFZ as of Q2 2025.

  • Global Financial Private Client reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 570 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2025, an estimated $21.6K.
  • Global Financial Private Client first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2020 and held it in 18 quarters.
  • Global Financial Private Client's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $23.7K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.