Golden Bell Financial Planning’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Golden Bell Financial Planning’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	$792K	Hold	14,205	–	–	0.58%	21
2026 Q1	$652K	Hold	14,205	–	–	0.52%	23
2025 Q4	$652K	Hold	14,205	–	–	0.54%	23
2025 Q3	$645K	Sell	14,205 -2,951	-17%	-$128K	0.56%	22
2025 Q2	$698K	Sell	17,156 -126	-0.7%	-$4.81K	0.66%	21
2025 Q1	$654K	Sell	17,282 -186	-1%	-$7.63K	0.64%	21
2024 Q4	$727K	Buy	+17,468	New	+$748K	0.73%	21

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

Golden Bell Financial Planning's PRFZ Position: Q2 2026 in Review

Golden Bell Financial Planning held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 14,205 shares worth $792K. The position accounts for 0.58% of the portfolio, ranked #21.

Golden Bell Financial Planning first reported a position in PRFZ in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Golden Bell Financial Planning held 14,205 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $792K as of Q2 2026.
Golden Bell Financial Planning left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.58% of Golden Bell Financial Planning's portfolio in Q2 2026, its #21 holding.
Golden Bell Financial Planning first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.