JY
PRFZ icon

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
2019
Q2 		– Sell
-9,000
Closed -$230K – 10695
2019
Q1 		$230K Buy
+9,000
New +$228K ﹤0.01% 7662
2018
Q3 		– Sell
-10,500
Closed -$292K – 10019
2018
Q2 		$292K Buy
+10,500
New +$285K ﹤0.01% 7900

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
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.