Harbor Asset Planning’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Harbor Asset 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 Q3	$84K	Buy	1,606 +4	+0.2%	+$218	0.06%	160
2026 Q2	$89.3K	Buy	1,602 +3	+0.2%	+$153	0.07%	157
2026 Q1	$73.3K	Buy	1,599 +4	+0.3%	+$191	0.06%	167
2025 Q4	$73.2K	Buy	1,595 +3	+0.2%	+$137	0.06%	158
2025 Q3	$72.3K	Buy	1,592 +5	+0.3%	+$217	0.06%	159
2025 Q2	$64.6K	Buy	+1,587	New	+$60.5K	0.06%	161

Other funds holding PRFZ

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return

Harbor Asset Planning's PRFZ Position: Q3 2026 in Review

Harbor Asset Planning increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.25% in Q3 2026, buying an estimated $218 and bringing the position to 1,606 shares worth $84K. The position accounts for 0.06% of the portfolio, ranked #160.

Harbor Asset Planning first reported a position in PRFZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $89.3K in Q2 2026. 141 funds tracked by Wall St. Rank hold PRFZ as of Q3 2026.

Harbor Asset Planning held 1,606 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $84K as of Q3 2026.
Harbor Asset Planning bought 4 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2026, an estimated $218.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.06% of Harbor Asset Planning's portfolio in Q3 2026, its #160 holding.
Harbor Asset Planning first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $89.3K in Q2 2026.
141 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.