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IFC & Insurance Marketing’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-315
Closed -$14K – 516
2025
Q4 		$14K Buy
+315
New +$14.4K 0.01% 347

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

IFC & Insurance Marketing's PRFZ Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026, closing a stake of 315 shares — an estimated $14K sold.

IFC & Insurance Marketing first reported a position in PRFZ in Q4 2025 and held it in 1 quarter. The position peaked at $14K in Q4 2025. 320 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 315 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $14K.
  • IFC & Insurance Marketing first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $14K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.