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Harbour Investment Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Harbour Investment Management’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 		$614K Hold
11,004
– – 0.32% 69
2026
Q1 		$505K Hold
11,004
– – 0.27% 80
2025
Q4 		$505K Hold
11,004
– – 0.27% 73
2025
Q3 		$500K Hold
11,004
– – 0.22% 73
2025
Q2 		$448K Hold
11,004
– – 0.19% 77
2025
Q1 		$417K Hold
11,004
– – 0.19% 76
2024
Q4 		$458K Hold
11,004
– – 0.2% 76
2024
Q3 		$457K Hold
11,004
– – 0.2% 72
2024
Q2 		$420K Hold
11,004
– – 0.19% 70
2024
Q1 		$432K Buy
+11,004
New +$410K 0.2% 71

Other funds holding PRFZ

AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
DWM
Ducere Wealth Management Newport Beach, California $333M AUM

Harbour Investment Management's PRFZ Position: Q2 2026 in Review

Harbour Investment Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q2 2026 at 11,004 shares worth $614K. The position accounts for 0.32% of the portfolio, ranked #69.

Harbour Investment Management first reported a position in PRFZ in Q1 2024 and has held it in 10 quarters since. 145 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Harbour Investment Management held 11,004 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $614K as of Q2 2026.
  • Harbour Investment Management left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.32% of Harbour Investment Management's portfolio in Q2 2026, its #69 holding.
  • Harbour Investment Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2024 and has held it in 10 quarters since.
  • 145 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.