Larson Financial Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Larson Financial Group’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	$844K	Buy	15,137 +2,389	+19%	+$122K	0.02%	411
2026 Q1	$585K	Sell	12,748 -3,152	-20%	-$150K	0.02%	435
2025 Q4	$730K	Buy	15,900 +519	+3%	+$23.7K	0.02%	376
2025 Q3	$699K	Buy	15,381 +9	+0.1%	+$390	0.02%	385
2025 Q2	$625K	Buy	15,372 +769	+5%	+$29.3K	0.03%	379
2025 Q1	$553K	Buy	14,603 +4	+0%	+$164	0.03%	377
2024 Q4	$607K	Buy	14,599 +2,401	+20%	+$103K	0.03%	311
2024 Q3	$507K	Buy	12,198 +3,126	+34%	+$125K	0.03%	335
2024 Q2	$346K	Buy	9,072 +365	+4%	+$13.9K	0.02%	343
2024 Q1	$342K	Buy	8,707 +747	+9%	+$27.8K	0.03%	289
2023 Q4	$298K	Hold	7,960	–	–	0.03%	272
2023 Q3	$263K	Buy	7,960 +1,060	+15%	+$36.9K	0.03%	277
2023 Q2	$237K	Hold	6,900	–	–	0.02%	295
2023 Q1	$227K	Buy	6,900 +6,870	+22,900%	+$231K	0.02%	296
2022 Q4	$950	Hold	30	–	–	﹤0.01%	1299
2022 Q3	$1K	Buy	+30	New	+$975	﹤0.01%	1232

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

Larson Financial Group's PRFZ Position: Q2 2026 in Review

Larson Financial Group increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 19% in Q2 2026, buying an estimated $122K and bringing the position to 15,137 shares worth $844K. The position accounts for 0.02% of the portfolio, ranked #411.

Larson Financial Group first reported a position in PRFZ in Q3 2022 and has held it in 16 quarters since. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Larson Financial Group held 15,137 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $844K as of Q2 2026.
Larson Financial Group bought 2,389 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $122K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #411 holding.
Larson Financial Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2022 and has held it in 16 quarters since.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.