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Kohmann Bosshard Financial Services’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-345
Closed -$15.8K – 502
2025
Q4 		$15.8K Buy
+345
New +$15.8K ﹤0.01% 771
2025
Q1 		– Sell
-345
Closed -$14.4K – 653
2024
Q4 		$14.4K Buy
+345
New +$14.8K ﹤0.01% 474

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Kohmann Bosshard Financial Services's PRFZ Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2026, closing a stake of 345 shares — an estimated $15.8K sold.

Kohmann Bosshard Financial Services first reported a position in PRFZ in Q4 2024 and held it in 2 quarters. The position peaked at $15.8K in Q4 2025. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 345 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2026, an estimated $15.8K.
  • Kohmann Bosshard Financial Services first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $15.8K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.