GM Advisory Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

GM Advisory Group’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 Q1	–	Sell	-7,375	Closed	-$338K	–	393
2025 Q4	$338K	Hold	7,375	–	–	0.01%	268
2025 Q3	$335K	Hold	7,375	–	–	0.01%	241
2025 Q2	$300K	Hold	7,375	–	–	0.01%	240
2025 Q1	$279K	Hold	7,375	–	–	0.02%	225
2024 Q4	$307K	Hold	7,375	–	–	0.02%	206
2024 Q3	$306K	Hold	7,375	–	–	0.02%	198
2024 Q2	$281K	Buy	+7,375	New	+$281K	0.02%	190
2017 Q1	–	Sell	-13,350	Closed	-$308K	–	116
2016 Q4	$308K	Buy	+13,350	New	+$292K	0.11%	84

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

SFGP

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

FFA

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

GM Advisory Group's PRFZ Position: Q1 2026 in Review

GM Advisory Group sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026, closing a stake of 7,375 shares — an estimated $338K sold.

GM Advisory Group first reported a position in PRFZ in Q4 2016 and held it in 8 quarters. The position peaked at $338K in Q4 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

GM Advisory Group reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2026 after selling out during the quarter.
GM Advisory Group sold 7,375 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $338K.
GM Advisory Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2016 and held it in 8 quarters.
GM Advisory Group's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $338K in Q4 2025.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.