Guardian Wealth Advisors (North Carolina)’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$178K	Sell	3,874 -628	-14%	-$29.9K	0.01%	358
2025 Q4	$207K	Sell	4,502 -23	-0.5%	-$1.05K	0.01%	354
2025 Q3	$206K	Sell	4,525 -756	-14%	-$32.8K	0.01%	345
2025 Q2	$215K	Sell	5,281 -174	-3%	-$6.64K	0.02%	319
2025 Q1	$207K	Sell	5,455 -58	-1%	-$2.38K	0.02%	310
2024 Q4	$229K	Sell	5,513 -57	-1%	-$2.44K	0.02%	295
2024 Q3	$231K	Sell	5,570 -636	-10%	-$25.5K	0.02%	247
2024 Q2	$237K	Hold	6,206	–	–	0.03%	238
2024 Q1	$244K	Sell	6,206 -142	-2%	-$5.29K	0.03%	236
2023 Q4	$238K	Sell	6,348 -637	-9%	-$21.4K	0.04%	217
2023 Q3	$230K	Sell	6,985 -315	-4%	-$11K	0.04%	213
2023 Q2	$251K	Buy	7,300 +105	+1%	+$3.42K	0.04%	193
2023 Q1	$237K	Sell	7,195 -595	-8%	-$20K	0.04%	192
2022 Q4	$247K	Buy	+7,790	New	+$250K	0.05%	170

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

Guardian Wealth Advisors (North Carolina)'s PRFZ Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 14% in Q1 2026, selling an estimated $29.9K and leaving 3,874 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #358.

Guardian Wealth Advisors (North Carolina) first reported a position in PRFZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $251K in Q2 2023. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 3,874 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $178K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 628 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $29.9K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #358 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2022 and has held it in 14 quarters since.
Guardian Wealth Advisors (North Carolina)'s Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $251K in Q2 2023.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.