Jeff Yass’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Jeff Yass’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
2022 Q1	–	Sell	-6,000	Closed	-$230K	–	13760
2021 Q4	$230K	Buy	+6,000	New	+$229K	﹤0.01%	11135
2020 Q1	–	Sell	-12,000	Closed	-$328K	–	10745
2019 Q4	$328K	Buy	12,000 +3,000	+33%	+$79K	﹤0.01%	7851
2019 Q3	$228K	Buy	+9,000	New	+$227K	﹤0.01%	8847
2019 Q1	–	Sell	-13,500	Closed	-$307K	–	9620
2018 Q4	$307K	Buy	13,500 +1,000	+8%	+$25.4K	﹤0.01%	6958
2018 Q3	$356K	Buy	12,500 +2,500	+25%	+$71.4K	﹤0.01%	7141
2018 Q2	$278K	Buy	+10,000	New	+$271K	﹤0.01%	7989

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

Jeff Yass's PRFZ Position: Q2 2026 in Review

Jeff Yass reduced its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 76% in Q2 2026, selling an estimated $1.29M and leaving 7,932 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #10190.

Jeff Yass first reported a position in PRFZ in Q4 2013 and has held it in 46 quarters since. The position peaked at $5.59M in Q2 2018. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Jeff Yass held 7,932 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $442K as of Q2 2026.
Jeff Yass sold 25,367 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $1.29M.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10190 holding.
Jeff Yass first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2013 and has held it in 46 quarters since.
Jeff Yass's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $5.59M in Q2 2018.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.