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 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

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

Harbor Asset Planning's PRFZ Position: Q2 2026 in Review

Harbor Asset Planning increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.19% in Q2 2026, buying an estimated $153 and bringing the position to 1,602 shares worth $89.3K. The position accounts for 0.07% of the portfolio, ranked #157.

Harbor Asset Planning first reported a position in PRFZ in Q2 2025 and has held it in 5 quarters since. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Harbor Asset Planning held 1,602 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $89.3K as of Q2 2026.
Harbor Asset Planning bought 3 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $153.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.07% of Harbor Asset Planning's portfolio in Q2 2026, its #157 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 5 quarters since.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.