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

Independent Financial Group’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	$2.16M	Buy	38,758 +5,710	+17%	+$291K	0.04%	432
2026 Q1	$1.52M	Buy	33,048 +3,419	+12%	+$163K	0.03%	481
2025 Q4	$1.36M	Sell	29,629 -4,517	-13%	-$206K	0.03%	519
2025 Q3	$1.55M	Buy	34,146 +2,589	+8%	+$112K	0.04%	466
2025 Q2	$1.28M	Buy	31,557 +23,307	+283%	+$889K	0.04%	469
2025 Q1	$312K	Buy	8,250 +2,378	+40%	+$97.5K	0.01%	915
2024 Q4	$244K	Buy	5,872 +997	+20%	+$42.7K	0.01%	984
2024 Q3	$203K	Buy	+4,875	New	+$195K	0.01%	1069

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 Financial Group's PRFZ Position: Q2 2026 in Review

Independent Financial Group increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 17% in Q2 2026, buying an estimated $291K and bringing the position to 38,758 shares worth $2.16M. The position accounts for 0.04% of the portfolio, ranked #432.

Independent Financial Group first reported a position in PRFZ in Q3 2024 and has held it in 8 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Independent Financial Group held 38,758 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $2.16M as of Q2 2026.
Independent Financial Group bought 5,710 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $291K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #432 holding.
Independent Financial Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2024 and has held it in 8 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.