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

HHM 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
2025 Q4	–	Sell	-100	Closed	-$4.54K	–	879
2025 Q3	$4.54K	Hold	100	–	–	﹤0.01%	736
2025 Q2	$4.07K	Sell	100 -170	-63%	-$6.48K	﹤0.01%	708
2025 Q1	$10.2K	Hold	270	–	–	﹤0.01%	587
2024 Q4	$11.2K	Hold	270	–	–	﹤0.01%	574
2024 Q3	$11.2K	Hold	270	–	–	﹤0.01%	543
2024 Q2	$10.3K	Hold	270	–	–	﹤0.01%	540
2024 Q1	$10.6K	Hold	270	–	–	﹤0.01%	508
2023 Q4	$10.1K	Hold	270	–	–	﹤0.01%	510
2023 Q3	$8.91K	Hold	270	–	–	﹤0.01%	524
2023 Q2	$9.28K	Sell	270 -260	-49%	-$8.47K	﹤0.01%	552
2023 Q1	$17.4K	Hold	530	–	–	﹤0.01%	433
2022 Q4	$16.8K	Hold	530	–	–	﹤0.01%	384
2022 Q3	$15K	Hold	530	–	–	﹤0.01%	384
2022 Q2	$16K	Hold	530	–	–	﹤0.01%	461
2022 Q1	$19K	Hold	530	–	–	﹤0.01%	444
2021 Q4	$20K	Hold	530	–	–	﹤0.01%	425
2021 Q3	$19K	Hold	530	–	–	0.01%	413
2021 Q2	$20K	Hold	530	–	–	0.01%	398
2021 Q1	$19K	Hold	530	–	–	0.01%	386
2020 Q4	$16K	Hold	530	–	–	0.01%	380
2020 Q3	$12K	Hold	530	–	–	﹤0.01%	372
2020 Q2	$12K	Hold	530	–	–	0.01%	351
2020 Q1	$9K	Buy	+530	New	+$12.8K	﹤0.01%	361

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

FFA

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

SFGP

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

HHM Wealth Advisors's PRFZ Position: Q4 2025 in Review

HHM Wealth Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2025, closing a stake of 100 shares — an estimated $4.54K sold.

HHM Wealth Advisors first reported a position in PRFZ in Q1 2020 and held it in 23 quarters. The position peaked at $20K in Q4 2021. 315 funds tracked by Wall St. Rank hold PRFZ as of Q4 2025.

HHM Wealth Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 100 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2025, an estimated $4.54K.
HHM Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2020 and held it in 23 quarters.
HHM Wealth Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $20K in Q4 2021.
315 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.