Heritage Wealth Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Heritage Wealth Advisors’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 Q1	$7.34K	Hold	160	–	–	﹤0.01%	542
2025 Q4	$7.34K	Hold	160	–	–	﹤0.01%	472
2025 Q3	$7.27K	Hold	160	–	–	﹤0.01%	449
2025 Q2	$6.51K	Hold	160	–	–	﹤0.01%	446
2025 Q1	$6.06K	Hold	160	–	–	﹤0.01%	445
2024 Q4	$6.66K	Hold	160	–	–	﹤0.01%	471
2024 Q3	$6.65K	Hold	160	–	–	﹤0.01%	466
2024 Q2	$6.1K	Hold	160	–	–	﹤0.01%	442
2024 Q1	$6.29K	Hold	160	–	–	﹤0.01%	461
2023 Q4	$6K	Buy	+160	New	+$5.36K	﹤0.01%	477

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Heritage Wealth Advisors's PRFZ Position: Q1 2026 in Review

Heritage Wealth Advisors held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 160 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Heritage Wealth Advisors first reported a position in PRFZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.34K in Q4 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Heritage Wealth Advisors held 160 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $7.34K as of Q1 2026.
Heritage Wealth Advisors left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #542 holding.
Heritage Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2023 and has held it in 10 quarters since.
Heritage Wealth Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $7.34K in Q4 2025.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.