IFG Advisory’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

IFG Advisory’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	$140K	Buy	+2,510	New	+$128K	﹤0.01%	975
2024 Q1	–	Sell	-6,762	Closed	-$254K	–	518
2023 Q4	$254K	Sell	6,762 -156	-2%	-$5.23K	0.02%	503
2023 Q3	$228K	Sell	6,918 -64,352	-90%	-$2.24M	0.02%	492
2023 Q2	$2.45M	Buy	71,270 +2,390	+3%	+$77.9K	0.22%	137
2023 Q1	$2.27M	Buy	68,880 +3,065	+5%	+$103K	0.21%	117
2022 Q4	$2.08M	Sell	65,815 -630	-0.9%	-$20.2K	0.21%	113
2022 Q3	$1.94M	Buy	+66,445	New	+$2.16M	0.18%	124

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

IFG Advisory's PRFZ Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 2,510 shares worth $140K. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: IFG Advisory previously reported a position in PRFZ as recently as Q4 2023.

IFG Advisory first reported a position in PRFZ in Q3 2022 and has held it in 7 quarters since. The position peaked at $2.45M in Q2 2023. 361 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

IFG Advisory held 2,510 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $140K as of Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new IFG Advisory position in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #975 holding.
IFG Advisory first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2022 and has held it in 7 quarters since.
IFG Advisory's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $2.45M in Q2 2023.
361 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.