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PRFZ icon

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

IFP 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
Q2 		$336K Buy
6,025
+1,005
+20% +$51.2K 0.01% 1231
2026
Q1 		$230K Sell
5,020
-107
-2% -$5.1K ﹤0.01% 1311
2025
Q4 		$235K Buy
5,127
+701
+16% +$32K 0.01% 1282
2025
Q3 		$201K Buy
4,426
+591
+15% +$25.6K 0.01% 1287
2025
Q2 		$156K Buy
3,835
+1,915
+100% +$73K ﹤0.01% 1391
2025
Q1 		$72.7K Buy
1,920
+1,894
+7,285% +$77.7K ﹤0.01% 1703
2024
Q4 		$1.08K Sell
26
-55
-68% -$2.35K ﹤0.01% 3260
2024
Q3 		$3.37K Buy
81
+55
+212% +$2.21K ﹤0.01% 2785
2024
Q2 		$992 Buy
+26
New +$991 ﹤0.01% 2990
2022
Q4 		– Sell
-540
Closed -$15K – 4779
2022
Q3 		$15K Hold
540
– – ﹤0.01% 3341
2022
Q2 		$15K Hold
540
– – ﹤0.01% 3099
2022
Q1 		$15K Buy
+540
New +$19.6K ﹤0.01% 3099
2019
Q4 		– Sell
-1,000
Closed -$25K – 3056
2019
Q3 		$25K Buy
+1,000
New +$25.2K ﹤0.01% 1674
2019
Q1 		$33K Buy
1,305
+1,025
+366% +$25.9K ﹤0.01% 1142
2018
Q4 		$6K Sell
280
-4,405
-94% -$112K ﹤0.01% 2767
2018
Q3 		$133K Buy
4,685
+1,250
+36% +$35.7K 0.01% 1310
2018
Q2 		$96K Sell
3,435
-1,335
-28% -$36.2K ﹤0.01% 1510
2018
Q1 		$124K Hold
4,770
– – 0.01% 1257
2017
Q4 		$124K Hold
4,770
– – 0.01% 1266
2017
Q3 		$120K Sell
4,770
-435
-8% -$10.3K ﹤0.01% 1445
2017
Q2 		$123K Buy
5,205
+105
+2% +$2.46K 0.01% 1418
2017
Q1 		$119K Buy
5,100
+2,500
+96% +$58.2K 0.01% 1397
2016
Q4 		$60K Buy
2,600
+2,320
+829% +$50.7K ﹤0.01% 1767
2016
Q3 		$6K Hold
280
– – ﹤0.01% 3143
2016
Q2 		$5K Sell
280
-1,025
-79% -$19.7K ﹤0.01% 3159
2016
Q1 		$33K Buy
1,305
+915
+235% +$16.1K ﹤0.01% 1142
2015
Q4 		$7K Buy
+390
New +$7.52K ﹤0.01% 2781

Other funds holding PRFZ

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

IFP Advisors's PRFZ Position: Q2 2026 in Review

IFP Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 20% in Q2 2026, buying an estimated $51.2K and bringing the position to 6,025 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #1231.

IFP Advisors first reported a position in PRFZ in Q4 2015 and has held it in 27 quarters since. 68 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • IFP Advisors held 6,025 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $336K as of Q2 2026.
  • IFP Advisors bought 1,005 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $51.2K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1231 holding.
  • IFP Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2015 and has held it in 27 quarters since.
  • 68 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.