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

Harbour Investments’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	$74.8K	Buy	1,342 +374	+39%	+$19K	﹤0.01%	2181
2026 Q1	$44.4K	Buy	968 +340	+54%	+$16.2K	﹤0.01%	2410
2025 Q4	$28.8K	Sell	628 -4	-0.6%	-$183	﹤0.01%	2241
2025 Q3	$28.7K	Buy	632 +40	+7%	+$1.74K	﹤0.01%	2168
2025 Q2	$24.1K	Buy	592 +487	+464%	+$18.6K	﹤0.01%	2153
2025 Q1	$3.98K	Buy	+105	New	+$4.31K	﹤0.01%	2901

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

Harbour Investments's PRFZ Position: Q2 2026 in Review

Harbour Investments increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 39% in Q2 2026, buying an estimated $19K and bringing the position to 1,342 shares worth $74.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Harbour Investments first reported a position in PRFZ in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Harbour Investments held 1,342 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $74.8K as of Q2 2026.
Harbour Investments bought 374 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $19K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2181 holding.
Harbour Investments first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2025 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.