JIC
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Joel Isaacson & Co’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Joel Isaacson & Co’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 		$234K Buy
+4,190
New +$213K 0.01% 432

Other funds holding PRFZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Joel Isaacson & Co's PRFZ Position: Q2 2026 in Review

Joel Isaacson & Co opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 4,190 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #432 among its holdings.

216 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

  • Joel Isaacson & Co held 4,190 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $234K as of Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Joel Isaacson & Co position in Q2 2026.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #432 holding.
  • 216 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.