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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
Q2 		$216K Buy
3,881
+7
+0.2% +$356 0.01% 366
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PRFZ Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.18% in Q2 2026, buying an estimated $356 and bringing the position to 3,881 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #366.

Guardian Wealth Advisors (North Carolina) first reported a position in PRFZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $251K in Q2 2023. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 3,881 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $216K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 7 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $356.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #366 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 15 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $251K in Q2 2023.
  • 362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.