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Impact Capital Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Impact Capital Partners’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
Q3 		– Sell
-5,039
Closed -$205K – 284
2025
Q2 		$205K Buy
+5,039
New +$192K 0.07% 258

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WA
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Impact Capital Partners's PRFZ Position: Q3 2025 in Review

Impact Capital Partners sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2025, closing a stake of 5,039 shares — an estimated $205K sold.

Impact Capital Partners first reported a position in PRFZ in Q2 2025 and held it in 1 quarter. The position peaked at $205K in Q2 2025. 294 funds tracked by Wall St. Rank hold PRFZ as of Q3 2025.

  • Impact Capital Partners reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2025 after selling out during the quarter.
  • Impact Capital Partners sold 5,039 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2025, an estimated $205K.
  • Impact Capital Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2025 and held it in 1 quarter.
  • Impact Capital Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $205K in Q2 2025.
  • 294 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2025.

Based on Impact Capital Partners's 13F filing for Q3 2025, filed 28 Oct 2025.