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
2026 Q2	$243K	Buy	+4,354	New	+$222K	﹤0.01%	1465
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

Global Retirement Partners's PRFZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 4,354 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PRFZ as recently as Q4 2025.

Global Retirement Partners first reported a position in PRFZ in Q1 2017 and has held it in 9 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Global Retirement Partners held 4,354 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $243K as of Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Global Retirement Partners position in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1465 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 9 quarters since.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.