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JPL Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

JPL Wealth Management’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
2025
Q4 		– Sell
-415
Closed -$18.9K – 864
2025
Q3 		$18.9K Buy
+415
New +$18K ﹤0.01% 413

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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

JPL Wealth Management's PRFZ Position: Q4 2025 in Review

JPL Wealth Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2025, closing a stake of 415 shares — an estimated $18.9K sold.

JPL Wealth Management first reported a position in PRFZ in Q3 2025 and held it in 1 quarter. The position peaked at $18.9K in Q3 2025. 316 funds tracked by Wall St. Rank hold PRFZ as of Q4 2025.

  • JPL Wealth Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2025 after selling out during the quarter.
  • JPL Wealth Management sold 415 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2025, an estimated $18.9K.
  • JPL Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2025 and held it in 1 quarter.
  • JPL Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $18.9K in Q3 2025.
  • 316 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.