John Overdeck’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

John Overdeck’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	$229K	Buy	+4,100	New	+$209K	﹤0.01%	4701
2025 Q1	–	Sell	-133,000	Closed	-$5.53M	–	3432
2024 Q4	$5.53M	Buy	133,000 +84,600	+175%	+$3.62M	0.01%	1048
2024 Q3	$2.01M	Buy	+48,400	New	+$1.94M	﹤0.01%	1678
2024 Q2	–	Sell	-19,300	Closed	-$758K	–	3259
2024 Q1	$758K	Sell	19,300 -16,200	-46%	-$603K	﹤0.01%	2128
2023 Q4	$1.33M	Buy	35,500 +8,300	+31%	+$278K	﹤0.01%	1901
2023 Q3	$897K	Buy	27,200 +9,200	+51%	+$320K	﹤0.01%	1997
2023 Q2	$619K	Buy	+18,000	New	+$587K	﹤0.01%	2228

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

John Overdeck's PRFZ Position: Q2 2026 in Review

John Overdeck opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 4,100 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #4701 among its holdings. This is a return to the name: John Overdeck previously reported a position in PRFZ as recently as Q4 2024.

John Overdeck first reported a position in PRFZ in Q2 2023 and has held it in 7 quarters since. The position peaked at $5.53M in Q4 2024. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

John Overdeck held 4,100 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $229K as of Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new John Overdeck position in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4701 holding.
John Overdeck first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2023 and has held it in 7 quarters since.
John Overdeck's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $5.53M in Q4 2024.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.