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

Laird Norton Wetherby 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 Q3	$350K	Hold	7,698	–	–	0.01%	699
2025 Q2	$313K	Buy	+7,698	New	+$294K	0.01%	707
2024 Q4	$320K	Hold	7,698	–	–	0.02%	682
2024 Q3	$320K	Hold	7,698	–	–	0.01%	707
2024 Q2	$294K	Hold	7,698	–	–	0.01%	719
2024 Q1	$302K	Sell	7,698 -130	-2%	-$4.84K	0.01%	742
2023 Q4	$293K	Buy	+7,828	New	+$262K	0.02%	731

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 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

Laird Norton Wetherby Wealth Management's PRFZ Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2025 at 7,698 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #699.

Laird Norton Wetherby Wealth Management first reported a position in PRFZ in Q4 2023 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold PRFZ as of Q3 2025.

Laird Norton Wetherby Wealth Management held 7,698 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $350K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q3 2025.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #699 holding.
Laird Norton Wetherby Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2023 and has held it in 7 quarters since.
294 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.