Independent Advisor Alliance’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Independent Advisor Alliance’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	$1.35M	Sell	24,155 -49,048	-67%	-$2.5M	0.03%	381
2026 Q1	$3.36M	Buy	73,203 +47,262	+182%	+$2.25M	0.04%	410
2025 Q4	$1.19M	Hold	25,941	–	–	0.03%	422
2025 Q3	$1.18M	Hold	25,941	–	–	0.03%	413
2025 Q2	$1.06M	Sell	25,941 -1,695	-6%	-$64.6K	0.03%	409
2025 Q1	$1.05M	Sell	27,636 -104,342	-79%	-$4.28M	0.03%	371
2024 Q4	$5.49M	Buy	+131,978	New	+$5.65M	0.07%	250
2020 Q1	–	Sell	-286,575	Closed	-$7.84M	–	737
2019 Q4	$7.84M	Buy	+286,575	New	+$7.55M	0.34%	64
2017 Q2	–	Sell	-38,200	Closed	-$871K	–	356
2017 Q1	$871K	Buy	+38,200	New	+$889K	0.14%	176

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

Independent Advisor Alliance's PRFZ Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 67% in Q2 2026, selling an estimated $2.5M and leaving 24,155 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #381.

Independent Advisor Alliance first reported a position in PRFZ in Q1 2017 and has held it in 9 quarters since. The position peaked at $7.84M in Q4 2019. 362 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Independent Advisor Alliance held 24,155 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $1.35M as of Q2 2026.
Independent Advisor Alliance sold 49,048 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $2.5M.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #381 holding.
Independent Advisor Alliance first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2017 and has held it in 9 quarters since.
Independent Advisor Alliance's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $7.84M in Q4 2019.
362 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.