GSG Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

GSG Advisors’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	$2.23M	Buy	39,906 +32	+0.1%	+$1.63K	0.49%	34
2026 Q1	$1.83M	Buy	39,874 +39	+0.1%	+$1.86K	0.48%	30
2025 Q4	$1.83M	Buy	39,835 +43	+0.1%	+$1.97K	0.47%	30
2025 Q3	$1.81M	Buy	39,792 +43	+0.1%	+$1.87K	0.48%	29
2025 Q2	$1.62M	Buy	39,749 +45	+0.1%	+$1.72K	0.47%	29
2025 Q1	$1.43M	Buy	39,704 +20	+0.1%	+$820	0.47%	29
2024 Q4	$1.65M	Hold	39,684	–	–	0.52%	28
2024 Q3	$1.63M	Hold	39,684	–	–	0.54%	28
2024 Q2	$1.5M	Sell	39,684 -6,140	-13%	-$234K	0.53%	29
2024 Q1	$1.77M	Hold	45,824	–	–	0.65%	26
2023 Q4	$1.66M	Hold	45,824	–	–	0.62%	25
2023 Q3	$1.51M	Buy	+45,824	New	+$1.59M	0.74%	22

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

GSG Advisors's PRFZ Position: Q2 2026 in Review

GSG Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.08% in Q2 2026, buying an estimated $1.63K and bringing the position to 39,906 shares worth $2.23M. The position accounts for 0.49% of the portfolio, ranked #34.

GSG Advisors first reported a position in PRFZ in Q3 2023 and has held it in 12 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

GSG Advisors held 39,906 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $2.23M as of Q2 2026.
GSG Advisors bought 32 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $1.63K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.49% of GSG Advisors's portfolio in Q2 2026, its #34 holding.
GSG Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2023 and has held it in 12 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on GSG Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.