Global Retirement Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Global Retirement Partners’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 Q4	$184K	Buy	4,015 +2,461	+158%	+$112K	﹤0.01%	1519
2025 Q3	$70.6K	Sell	1,554 -10	-0.6%	-$434	﹤0.01%	1703
2025 Q2	$63.6K	Buy	+1,564	New	+$59.7K	﹤0.01%	1644
2024 Q4	$65K	Hold	1,563	–	–	﹤0.01%	1496
2024 Q3	$65K	Buy	+1,563	New	+$62.7K	﹤0.01%	1435
2022 Q2	–	Sell	-160	Closed	-$5K	–	2843
2022 Q1	$5K	Buy	+160	New	+$5.81K	﹤0.01%	1905
2017 Q3	–	Sell	-50	Closed	-$1K	–	1240
2017 Q2	$1K	Hold	50	–	–	﹤0.01%	1111
2017 Q1	$1K	Buy	+50	New	+$1.16K	﹤0.01%	1070

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

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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

FFA

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

SFGP

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

Global Retirement Partners's PRFZ Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 158% in Q4 2025, buying an estimated $112K and bringing the position to 4,015 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Global Retirement Partners first reported a position in PRFZ in Q1 2017 and has held it in 8 quarters since. 315 funds tracked by Wall St. Rank hold PRFZ as of Q4 2025.

Global Retirement Partners held 4,015 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $184K as of Q4 2025.
Global Retirement Partners bought 2,461 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2025, an estimated $112K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1519 holding.
Global Retirement Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2017 and has held it in 8 quarters since.
315 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.